Wealth Horizon Simplified Advice
by Wealth HorizonWealth Horizon’s Simplified Advice provides investment services that create balanced portfolios of investments tailored for you in less than 30 minutes. After answering questions regarding your finances and attitudes towards money, Wealth Horizon determines a portfolio that’s in line with your risk tolerance. Fees are 0.75% with a minimum initial investment of £1,000.
Account Minimum
1,000 GBP
Platform
desktop
Human Advisor Available
Yes
Notes
Initial investment charge of 0.25%
Minimum Fee
0.75%
Maximum Fee
0.75%
Automatic Rebalancing
Yes
Investment Vehicles
ETFs
Investment Expense Ratio Minimum
0.14%
Investment Expense Ratio Maximum
0.22%
