Wealthie Advisors

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

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

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.

We do not offer crypto or digital assets like Bitcoin directly, but we do offer an allocation to crypto-related investments via ETFs for clients who indicate they would like crypto exposure during onboarding. Crypto exposure may not be suitable for all investors. Investors should consider their financial circumstances, investment objectives, and risk tolerance before allocating any portion of their portfolio to crypto-related investments. Investing involves risk, including the possible loss of principal. Crypto-related investments are speculative and highly volatile, and should be considered only as part of a broader, diversified investment strategy.