Wealthify General Investment Account
by WealthifyWealthify’s robo advisor offers general investment accounts with personalized investment plans suited to what type of investor you are: cautious, adventurous or somewhere in between. Portfolios consist of mutual funds and exchange-traded funds (ETFs). There is zero account minimum and fees are 0.60% of the assets under management.
Account Minimum
0 GBP
Platform
mobile and desktop
Human Advisor Available
Yes
Minimum Fee
0.6%
Maximum Fee
0.6%
Automatic Rebalancing
Yes
Investment Vehicles
ETFs and Mutual Funds
Investment Expense Ratio Minimum
0.16%
Investment Expense Ratio Maximum
0.56%
