Check out our frequently asked questions
WealthVenue is an SEC-registered investment adviser and investment platform that will build and structure investment portfolios for you so you can invest into them using your account at third party brokerage houses. The brokerage account (SMAs) is open under your name and our automated platform will simply connect to your account to execute trades that will purchase or rebalance investment funds in your portfolio.
WealthVenue can manage your IRA account. Our qualified custodian, InteractiveBrokers LLC, will let you rollover/transfer/consolidate your existing 401(k) accounts into a single IRA account.
WealthVenue can start managing investment portfolios with as little as $1,000 in funding. Non-US Residents are required by our brokerage platform (InteractiveBrokers LLC) to have a minimum account of $10,000.
There are no limits or restrictions for your deposits or withdrawals, you can withdrawal your money at any time. A debit card from MasterCard can also be ordered.
WealthVenue is completely free when you invest $10,000 or less. Additional fees to be incurred above $10,000. Signup to build portfolios remains free.
WealthVenue is different from most robo-advisors as it doesn't charge a percentage annual AUM (Asset Under Management) fee, that is the old industry standard of charging a percentage of your money as it grows. This means that most robo-advisors can possibly increase their nominal fees each year, even if your portfolio has only small returns.
In contrast, our fees are flat when you invest $10,000 or more in your account and there are no fees if you have $10,000 or less invested in your account.
You can also contact WealthVenue by phone at (646) 547-1372 or via physical mail at:
WealthVenue Partners Inc.
1621 Central Ave.
Cheyenne, WY 82001