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.
Schedule a 15-minute call today
We’ll help you get started and learn more about WiseFactors.
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 |
Traditional Advisor 1.25%$312 per year for an account |
| 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.
