FAQ Categories: Wealth Builder Program

The fees are exactly the same as our other fees. Please see the fee schedule page for details.

In a few simple steps, you can create a core account that is diversified, tax-efficient, and easy on your wallet.

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.