Benefits and Features of AutoWealth
- Autowealth Platform Fees: $18 USD
- Management/Commission fee: 0.50%
- Minimum Investment: $3,000
- Passive market-returns portfolio investment approach
- Emphasis on portfolio allocation and cost-efficient diversification
- Tech Platform Augmented by Human Wealth Manager
Experience robo-advisor with a human touch. All clients have a dedicated MAS-licensed Wealth Manager assigned to their account, that provides personalised advice and support.
- Personal Segregated Account
All clients’ assets are held in legally segregated accounts under their own personal name for their sole beneficial ownership through Saxo Capital Markets, providing utmost assurance on the safeguard of their assets.
- Investment Portfolio: AutoWealth portfolios are diversified across more than 8,000 stocks and 600 government bonds across 4 geographical regions, and index-tracking ETFs
- AutoWealth has no lock-in period for investments. Clients are free to withdraw their investment funds or close the investment account anytime with no penalty cost.
Fees and Charges for AutoWealth
The minimum investment for AutoWealth is S$3,000.
Management fee at 0.5% p.a. on total investment amount + USD18 platform fee per year.
Fees are prorated and deducted on a quarterly basis, with no other additional fees.
- For more information, visit AutoWealth's website on fees, and how to apply for an AutoWealth account
- Tel: 6777 7249
- Address: 21 Heng Mui Keng Terrace, The Hangar, iCube Building, #01-01, National University of Singapore, Singapore 119613
MAS Financial Advisor Licence (FA100064-1)
Contact us at [email protected] should you require any assistance or spot any inaccuracies.