Professionally managed portfolios, tailored to you. Reliable and diversified Your money is invested in a wide range of asset classes across the market. It's a time-tested way to help maximize returns while minimizing risk. Made for modern investors Get access to rare, innovative investing ...
Wealthsimple Managed Investing Management Fees 0.7% for first 100 0.6% for next 150K 0.5% for next 250K 0.4% for over 500K 0.5% Standard 0.4% For 100K in assets 0.2%-0.4% For 500k in Assets MER 0.2-0.35% 0.12-0.15% For Standard ETFs Investment Options BMO ETFs only 13 ETFs...
0.4% management fees on managed investing accounts 2 2.75% interest on your Cash account 3 Goal setting with an advisor $500,000 in assets Generation 1 0.2%*–0.4% management fees on managed investing accounts 2 3.25% interest on your Cash account ...
0.4% management fees on managed investing accounts 2 2.75% interest on your Cash account 3 Goal setting with an advisor $500,000 in assets Generation 1 0.2%*–0.4% management fees on managed investing accounts 2 3.25% interest on your Cash account ...
Fees & Costs vs Mutual Funds Investing Performance Account Options Financial Advice Platform User Experience Halal & Socially Responsible Investing Option 4.4 Wealthsimple Review Summary: The Wealthsimple robo advisor, now known as Wealthsimple Managed Investing, is a very easy to use robo ...
0.4% management fees on managed investing accounts 2 2.75% interest on your Cash account 3 Goal setting with an advisor $500,000 in assets Generation 1 0.2%*–0.4% management fees on managed investing accounts 2 3.25% interest on your Cash account ...
Invest in an Actively-Managed Fund Each one of these options requires less work on your part as you go down the list, but the fees are usually higher as well. Technically, Wealthsimple’s core product is a robo-advisor, but it sits somewhere between the second and third options. As such...
Fees are slightly higher than Wealthsimple’s at 0.75% although these fall to 0.35% for those investing more than £100,000. Wealthsimple Overall Performance Wealthsimple portfolios 2020 performance 2019 performance Conservative (30% equity portfolio) 8.32% 10.85% Balanced (60% equity portfolio) 7.12...
Halal investing options Wealthsimple Cons Industry high fees Lack of investment options No human financial advisors Wealthsimple has its advantages and drawbacks, but it’s more designed for those who need help managing money rather than pure investors. Look up some Wealthsimple reviews for more inform...
Wealthsimple Self-Directed Investing and Wealthsimple Managed Investing aren’t synced Pros Explained Commission-free stock and ETF trades:Wealthsimple offers commission-free stocks and ETFs. However, there are other fees such as a 1.5% currency conversion fee in Wealthsimple self-directed investing. Cus...