No commissions | Fee-based advice
Tactical investing with a human touch
WealthBuilder Investing offers turnkey investment solutions to help you reach your financial goals.
+1.844.672.7623
Services offered through:
Our investment process
The WealthBuilder Portfolios are built with risk-management in mind.
Risk-based portfolio
Actively managed
Tax harvesting
Flexible
Global diversification
Rebalancing and reallocation as needed
OUR SERVICES
Flexible and easy-to-use platform
Simplify your investment experience
Paperless account opening
Paperless account opening and transfers with just a few clicks
01
Auto deposits and transfers
Automate your investment contributions and transfers from your external accounts
02
No fees to buy and sell
No additional fees to buy or sell securities in your portfolio
03
04
Portfolio rebalancing
We rebalance your portfolio at no additional cost to you
TESTIMONIALS
What clients say about us
*Testimonials were provided by current clients at the time of their respective testimonials. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.
OUR FEES
Annual fee range 0.40% – 2.00%
- Dedicated account representative 100%
- Asset allocation / portfolio construction advice for investments under management 100%
- 401k / 403B investment advice and trading through RetirementBuilder service 100%
- Periodical meetings/check-ins 100%
