SMARTER DIGITAL INVESTING
IN 3 EASY STEPS
Your money resides with a known and trusted custodian, TD Ameritrade.
- Just answer a few questions to help us determine the best portfolio for your financial goals.
- Review our recommended Personal Investment Plan.
- Open Your WiseFactors account with our online independent custodian, TD Ameritrade.
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||
$125 per year for an account
$312 per year for an account
|Transaction fees||$9.95 / DFA Mutual Fund trade||Varies|
|Fast Online Set-Up||Yes||No|
|Independent Custodian||Yes, TD Ameritrade||Varies|
As a fiduciary, WiseFactors is legally required to act in your best interest
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
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.