How Much Does Wealth-E Cost?
About $300 per year for an account with $50,000 in assets.
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.