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Individuals

Wealth CAP vs Others

Wealth CAP
Model

Traditional
Model

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