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Wealthsimple

in Investment Advisors

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Wealthsimple

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WEALTHSIMPLE Disclosure: Wealthsimple US, Ltd. is registered as an investment adviser under the Investment Advisers Act of 1940 and uses Apex Clearing Corporation as broker/dealer for Wealthsimple investment accounts. Apex is a member of the Securities Investor Protection Corporation (SIPC), which provides funds to meet claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at (202) 371?8300 or visit www.sipc.org. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. Read our Full Disclosure for more details. SuperMoney has entered into a referral and advertising arrangement with Wealthsimple US, LTD and receives compensation when you open an account or for certain qualifying activity which may include clicking links. You will not be charged a fee for this referral and Wealthsimple and (Partner Name) are not related entities. It is a requirement to disclose that we earn these fees and also provide you with the latest Wealthsimple ADV brochure so you can learn more about them before opening an account.
SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

Contact

  • Headquarters
  •   100 Crosby Street, Suite 306
    New York, NY 10012 USA
  •   Visit Site

Message from Wealthsimple

Professional investing made simple and affordable with smart technology

Feature Breakdown

Fee Based  
Monthly Fee $0
Annual Fee $0
Account Transfer Fee $0
Account Termination Fee $0
Investment Expense Ratios 0.1% - 0.4%
Management Fee 0.4% - 0.5%
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • Individual Non-retirement Accounts.
  • Joint Non-retirement Accounts.
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Trusts
Tax Strategies
  • Daily Tax-loss Harvesting
Automatic Rebalancing  

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