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Companies

Wealth CAP vs Others

Wealth CAP
Model

Traditional
Model

Key Features
& Benefits
Wealth CAP
401K
Other
401K
Personalized portfolio YES YES
No hidden fees YES NO
No transaction fees YES NO
No assets under management fees YES NO
Fixed subscription fees YES NO
Fiduciary YES YES
No account minimums YES YES
Investments
  • Stock Market Investments
YES YES
  • Alternative Investments
YES NO
  • Safe Investments
YES NO
  • 401h Investments
YES NO
Portfolio analytics/performance YES YES
Daily account aggregation YES YES
Retirement Roadmap Planning
  • Financial planning module
YES NO
  • Student loan planning module
YES NO
  • Debt reduction planning module
YES NO
  • Tax planning module
YES NO
  • Education planning module
YES NO
  • Estate planning module
YES NO
  • Relocation planning module
YES NO
  • Financial wellness education module
YES NO
  • Include outside investments
YES NO
Mobile app YES NO
24/7 online access YES YES

Freedom to invest where you want in alternative, safe, and traditional investments with
self-directed option.
To learn more call us today at (833) 201-7021.

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