Right Here. Right Now.

WealthE is digital investing. A platform custom-designed for those beginning to invest who appreciate the freedom and control of an online experience.

A partnership with Charles Schwab, together with an experienced advisory team at Berkshire Money Management allows you to establish a unique savings strategy based on your goals, your aspirations and your tolerance for risk. Best of all, WealthE puts you at the helm of your investment strategy now, with the support of seasoned experts to help you on the way to a sound financial future.

How Much Does Wealth-E Cost?

WealthE - 0.60% of assets under management

About $300 per year for an account with $50,000 in assets.

Competitors - 1.85% of assets under management

About $925 per year for an account with $50,000 in assets.

*Median all-in costs of portfolios under $250,000, from the 2017 Planning Profession Fee Survey.

Establish Your Account

Fill out our Getting Started Form, enter your Special Access Code, and advance through the Account Opening Process.

If you would like some more personalized advice once your account is established, schedule an appointment with a Berkshire Money Management professional. We’ll discuss your specific needs – paying for college or a new home? A big trip or planning to retire early? We’ll help create a sound financial plan that meets your goals.

Our advisors will help assess your portfolio and make course corrections based on your objectives and risk comfort. We’ll check in to review your investment strategy and update your financial plan.