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A SMARTER WAY
TO INVEST Now,

SO YOU
HAVE MORE LATER

Professionally managed portfolios

Using Dimensional Fund Advisors (DFA) Mutal Funds, build on Nobel prize-winning research and scientific evidence
Low Account Minimum Starting at $25,000

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Home

SMARTER DIGITAL INVESTING

IN 3 EASY STEPS

Your money resides with a known and trusted custodian, TD Ameritrade.


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  • Just answer a few questions to help us determine the best portfolio for your financial goals.
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  • Review our recommended Personal Investment Plan.
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  • Open Your WiseFactors account with our online independent custodian, TD Ameritrade.
Schedule a 15-minute call today

We’ll help you get started and learn more about WiseFactors.

Schedule a free call

WISEFACTORS IS YOUR BEST OPTION FOR

LONG-TERM DIGITAL INVESTING

WiseFactors’ portfolios are About

Using the great ideas
in finance for our clients

Annual Advisor Fee

WiseFactors

0.50%

$125 per year for an account
balance of $25,000

Traditional Advisor

1.25%

$312 per year for an account
balance of $25,000

Transaction fees $9.95 / DFA Mutual Fund trade Varies
Fast Online Set-Up Yes No
Account Minimum $25,000 $500,000
Independent Custodian Yes, TD Ameritrade Varies
Fiduciary Yes
As a fiduciary, WiseFactors is legally required to act in your best interest
Varies
Not all financial advisors are fiduciaries
Access to DFA Mutual Funds Yes
Access to DFA funds is limited to a select group of approved advisors like WiseFactors
Varies

WiseFactors’ fees are

significantly lower than traditional advisors

Lower fees can mean hundreds of thousands

More for your retirement

Value of $100,000 Invested at 8% return for 30 years less annual advisor fee.

WiseFactors’ assets are custodied at TD Ameritrade Institutional, one of the world’s largest brokerage firms. TD Ameritrade is a member of the Securities Investor Protection Corporation (SIPC) which protects your account up $500,000. For details please visit SIPC.org.

WiseFactors is owned by VIA IV Investment LLC. VIA IV investments LLC is an Illinois registered investment advisor. By using this website, you accept our Terms of Use and Privacy Policy. Past Performance is no guarantee of Future results. Any historical returns, expected returns, or probablity projections may not reflect actual future performance. All securities involve risk and may result in losses.We do not provide financial planning services to individual investors.WiseFactors does not provide tax advice and does not represent in any manner that the outcomes described here in will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. WiseFactors assumes no responsibility for the tax consequence for any investor of any transaction.

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    Burr Ridge, IL 60527

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