In a few simple steps, you can create a core account that is diversified, tax-efficient, and easy on your wallet.
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The fees are exactly the same as our other fees. Please see the fee schedule page for details.
Diversification: Asset allocation spreads investments across various asset classes (such as stocks, bonds, and real estate) to reduce risk. Different asset classes often perform differently under the same economic conditions. By diversifying, investors can mitigate the impact of poor performance in one asset class with gains in another, reducing the overall volatility of the portfolio. [...]
There is no minimum amount required to start investing in the Wealth Builder Program.