MultiWealth is built around the well-known model of Modern Portfolio Theory (MPT). Nearly every academic and investment professional believes MPT is the best approach to manage an individual's portfolio, but historically, rigorous MPT-based financial advice has only been available through high-end financial advisors. These advisors often require account minimums in the millions, and charge fees of
1% or higher. We’re democratizing access to the benefits of MPT with a service that is simple, free-based, financially rigorous and accessible to any investor. Our advisory fee is absent, while traditional financial advisors charge annual fees of at least 1.0%. Over 10 years those extra fees add up to more than a 10% drag on your investments! In addition, you’ll benefit from commissions absence because we don't add a markup to our wholesale broker’s already low commissions. We also won’t advise you to invest in proprietary funds like many traditional advisors, because we receive no kickbacks or hidden fees from the investments we recommend.
