We charge a simple annual fee that covers everything. It’s never more than 0.7% and can be as low as 0.5%, depending on the value of your Plan(s). So the cost of investing is clear and affordable, with no surprises.
Fees are taken from your Plan monthly. We quote them on an annual basis, to make them easier to understand.
Grow your Circle,
Shrink your fees.
Once you've signed up to Wealthify, you'll be able to invite people to join your Wealthify Circle. And the more people you have in your Circle, the bigger the discount you'll get on your fee.More about Circles