Wealth Apple's Values of Transparency and Respect Underpins Everything We Offer and Do
Pricing
Our low fee schedule (among the lowest in the market) is straightforward and visible.
Compare Wealth Apple's fees against a typical mutual fund. The small difference will make a big impact on your investment.
advice
Our advice is accessible and impartial.
You will never pay more than what you expect for reliable financial advice.
401(K) Rollover
The average worker today will hold 10 jobs in his or her lifetime. A Millennial will have 12 to 15. Potentially, you have a couple of 401-Ks with a former employer that haven't rolled over, yet are getting hit with high fees.
Use our free Rollover Concierge service, and preserve more of your retirement money in a Wealth Apple portfolio.
faq
Read some common questions and answers related to index funds, robo advising, passive investing and the Wealth Apple approach.