The secret to getting ahead is getting started.
Get started with a diversified, cost efficient portfolio.
Our Pricing
Our fee is $50 plus 50 basis points, annually. That’s one half of one percent [or .5%] of the assets we manage for you.
For example, if we manage $5,000 for you, our fee is $75 a year ($50 + $25).
The road map to your future
We believe the best advice is well informed. That’s why we offer complimentary financial planning to all of our clients. We’ll work with you to set goals and build a customized plan that suits your unique path. The better we get to know you — the better we can help you invest.
Resources
Dollar Cost Averaging – Explained Simply
Dollar cost averaging is an investment strategy that allows investors to take advantage of various fluctuations in the market without having to actively time the market. Setting up this type of strategy is fairly [...]
The Role of a Custodian in Investing
As new investors, many Wealthjar clients aren’t aware of the role the custodian plays in the investment process. Here, we will try to distinguish the separate roles of Wealthjar, as your investment advisor, [...]
Achieve the ultimate balancing act: Pay off student debt while saving for your future
A common question we get at Wealthjar is whether to use excess income to pay down your debt faster or start investing for your future. The answer depends on each individual’s unique circumstances, but [...]