Wela Financial Tools: Free
- A personalized game plan designed just for you based off of your financial needs and goals.
- All your accounts in one place. Weekly update emails.
- Powerful financial planning tools. Track your goals.
Invest with Wela Strategies
Research suggests human advisors can add 3% to returns.GET STARTED LEARN MORE
|ACCOUNT SIZE||ANNUAL FEE|
|$0 - $ 250,000||1.00%|
|$250,00 - $500,000||0.90%|
|$500,00 - $1,000,000||0.75%|
|$1,000,000+||Speak with Wela|
What do I get?
|WELA FINANCIAL TOOLS||INVEST
WITH WELA STRATEGIES
|Complete financial picture in one app|
|Automatic goal setting and tracking|
|401k asset allocation|
|Access to financial planning tools|
|Free consultation and financial game plan|
|Investment management via ETFs (low minimum)|
|Dedicated human advisor|
|Financial planning review|
|Automated portfolio rebalancing|