Roll over or transfer your 401-K, 401-K rollover transfer, cut your 401-K fees, lower your mutual fund expense and fees, put more into your retirement, use passive indexing, passive index funds, exchange traded funds, ETF in an IRA or regular account. ETF and index funds have lower fees than mutual funds. Index funds have lower fees than mutual funds. Transfer to a low fee funds such as index funds and exchange traded funds ETF. Set up an IRA for passive investors, passive investing.
Finally, a level playing field for investing
Customized Investment Portfolios
The investment portfolios we create specifically for you is made up of a proprietary mix of index funds that offer some of the lowest fees available. Your portfolio will be diversified, providing you with with the balance of risk and reward that you seek. And your portfolio will be hosted by one of the largest and most advanced online retail brokerages in the world, TD Ameritrade, so you have the confidence that your portfolio is secure and accessible to you 24/7.
We don't care how much money you're making, or how much (or little) you want to invest. We care about your financial aspirations, and applying our tools to help you achieve them.
Because the investing world is changing, and it's changing in your favor. Wealth Apple enables you to take advantage of investing automation, transparency, and our zealously low fees to make you a better caretaker of your future.
Less (fees) Is More (to invest)
Compared to traditional investment firms and mutual funds, Wealth Apple's pricing is compelling.
- A Wealth Apple portfolio is 66% less expensive than the average mutual fund.
For a $100,000 portfolio, a typical mutual fund would charge $1,000 a year in fees. At Wealth Apple, it's $330 a year.
- Wealth Apple advice services are a fraction of what wealth advisors charge.
Advisors require a minimum balance of $500,000 to $1 million, and can charge over 1% on the assets they manage. This equates to at least $5,000 a year, compared to $1,650 a year at Wealth Apple for a $500,000 account.
And, by the way, we don't require minimum deposits or balances.
Automatic Portfolio Re-Balancing and Re-Allocation
You can confidently leave the re-allocation and re-balancing of your portfolio in our hands. We vigilantly monitor and manage your portfolio to maintain your desired ratio of risk and reward. We know surprises should be reserved for parties, not for your investments.