What fees do you charge?

Wealthie Advisors charges an Advisory Fee of 0.25% annually to create and manage the automated account.

Are there any minimums?

No minimums. We believe that everyone should have access to professionally created and managed investment accounts, regardless of net worth.

You mentioned ETFs. What are they and why do you use them?

An Exchange-Traded Fund (ETF) is a type of investment traded on stock exchanges, similar to individual stocks, that holds a basket of stocks, bonds, or other assets, often tracking an index like the S&P 500. Focusing on ETFs helps Wealthie Advisors keep costs low while providing diversification and flexibility to address your investment goals.

Wealthie Advisors

Smarter wealth management through automation

Wealthie Advisors combines established investment principles with automation to help clients invest in diversified portfolios in a simple, streamlined way.

Start Today

Wealthie Advisors Benefits

Let us create an automated, diversified portfolio designed around your goals. Wealthie Advisors creates the portfolio – no need to talk to anyone. We focus on low-cost ETFs for long-term, flexible, and diversified investing.

No Minimum Balance
Your money. Your pace. No required minimums.
Low Fees
Your money stays yours so it can compound over time.
Easy Onboarding
Designed to make every interaction smoother, faster, and easier for you.