ROBO-ADVISOR VS. DEMAND WEALTH

It comes down to working with an algorithm vs. humans leveraging technology, and at Demand Wealth, we can help you do more of both.

 

You should demand more from your investments. With Demand Wealth, you get access to a personalized portfolio, professional money management, and a team of experts – all for a low flat fee of 0.5%. You can also get one-on-one guidance and customized portfolio options that ensure your investments align with your values… The robots just can’t compete

CLASSIC FINANCIAL ADVISORS

1.0+%

yearly fee1

  • Investment Portfolios
  • Financial Planning
  • Active Investment Management
  • Estate Planning
  • Tax Planning
  • Divorce Planning
  • Personalized Portfolios

ROBO-ADVISORS

Up to 0.65%

yearly fee

  • Investment Portfolios
  • Financial Planning
  • Active Investment Management
  • Fully Digital Platform

Why Choose Demand Wealth?

We go above and beyond for our clients, with research-backed active investment management practices that take the guesswork out of securing your financial future.
LOW COST

With a low flat rate of 0.5%, we provide personalized financial portfolio management services that align with your values. We’re results oriented, which is why we’ve designed our pricing structure so that when you do better we do better.

FULL SERVICE

We’re always available to help with any questions that you may have, so email us anytime and meet your team here. If you want a more personal touch than our numerous free financial planning tools, work directly with a Financial Planner.

MINIMAL PAPERWORK

It’s investment management services made simple. Our fully online platform allows for ease of use, and you never have to worry about those pesky paperclips again. (At least not with us.) Skip the office visits and stacks of paperwork, and use a system that’s been optimized for more efficient investing.

 CUSTOM PORTFOLIOS

There’s no such thing as a “one-size-fits-all” portfolio. That’s why each investment strategy is tailored to your specific needs, interests, and what you value most. Whatever your interests and/or beliefs, we’ll help you invest accordingly in the future that you want to see—without compromise.

1. Data taken from Investopedia