The WealthBar Difference
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Low Cost Investing
Investing with WealthBar will cost you substantially less than investing with a traditional investment advisor.
Planning and Advice
Robo advisors aren’t really robots. Our real financial advisors provide expert advice and help you develop a personalized financial plan.
Try Before You Buy
Try WealthBar before you invest. You'll get unlimited access to our planning tools and a complimentary financial review with a real financial advisor for free when you signup.
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How Much Will You Save?
Calculate how much you can save in fees in one year by investing your money with WealthBar.
Pay Less Fees and Retire Soon
See how typical mutual fund fees will negatively affect your savings over your lifetime
Over the long term, the typical mutual fund’s fees of 2.2% will really add up. (WealthBar’s fees) start at 0.6% and as low as 0.35% as your savings grow. Our ETF portfolios also have exceptionally low fees, between 0.29% and 0.35%.
Month after month, your WealthBar investment will do more for you, for a lot less.
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This illustration assumes a 7% rate of return before fees and a 2% rate of inflation.
Mutual fund results are based on an average MER of 2.2% for a balanced mutual fund (source). WealthBar’s management fee schedule plus average portfolio MER of 0.32% are used for comparison.
This illustration is for fee comparison purposes and not a representation of actual future investment performance.
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- Mutual Fund{{ retirementResult.mutualFund | _currency:0:'4,0a' }}
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