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AutoWealth

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  • Reviews (208)
  • Questions (0)
  • More Details
Robo-Advisors/AutoWealth
Robo-Advisors/AutoWealth
4.8
208 reviews
claimed

Claimed

This product is managed by AutoWealth.

USER RATINGS

User Experience

4.7

Ease of Sign up

4.7

Customer Support

4.8

AutoWealth

ETFs, Equities, Bonds

INSTRUMENTS

0.5%

ANNUAL MANAGEMENT FEE

$3,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web only

PLATFORMS

AutoWealth

ETFs, Equities, Bonds

INSTRUMENTS

0.5%

ANNUAL MANAGEMENT FEE

$3,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web only

PLATFORMS

Details

Product Page Transparency

  • Claimed in September 2020

Autowealth Review 2021: Is Autowealth the Robo-advisor for you?

  • Autowealth Platform Fees: $18 USD
  • Management/Commission fee: 0.50%
  • Minimum Investment: $3,000
  • Provides accessibility to dedicated human wealth managers that you can contact anytime
  • Assets are held under your ownership through Saxo Market
  • Transparency in pricing
  • The investment strategy for AutoWealth is simply an easy-to-understand market tracking strategy that places a strong emphasis on diversification across major asset classes, geographical regions, and industries.
  • However, the $3,000 minimum investment amount might be a deterrent for some.
Read More about AutoWealth
Reviews (208)

4.8

208 Reviews

  • 5
    169
  • 4
    29
  • 3
    7
  • 2
    3
  • 1
    0

Read Review About...

    Most HelpfulMost RecentLow to HighHigh to Low
      Updated 2w ago

      Purchased

      AutoWealth

      [Returns Rate] AutoWealth has generated a very satisfactory 10% p.a. since I joined in Sep 2019. I also personally like the 6 ETFs chosen for my portfolio (Risk 3 60% stocks 40% bonds). As opposed to other Robo-advisors I used during the same time-frame, AW has the best returns thus far!

      0

      Post

      Updated 4w ago

      Purchased

      AutoWealth

      Been using AW Starter over a year and it has been great. Started on AW+ since Feb 2021 as well. The on-boarding process was easy and I like the interface with Saxo markets. Feel that their products allows a wide diversification exposure to different sector stocks. Great thematic investing available via AW+. Would recommend!

      0

      Post

      Updated on 09 May 2021

      Purchased

      AutoWealth

      I joined in 2018 and the investment has been doing well. I was first impressed when I was contacted by a human financial advisor via WhatsApp since I thought it was a roboadvisor. Right now, the team has started a new Telegram channel and have been very active in providing updates and replying to queries. They don't do much marketing as a company but their positive and prompt attitude and comprehensive sharing gives me needed confidence to stay on as a customer. I have also recommended my friends to go for Autowealth for their cash investments (waiting for the CPF option, it would definitely top the competition). Keep up the wonderful work!

      0

      Post

      Updated on 06 May 2021

      Purchased

      AutoWealth

      [Customer Support] The customer support is their strength as they have dedicated advisor attached to your account. [User Experience] Overall, I think the returns are decent and very passive methodology. It's safe in some sense. Recommended if you're looking for long-term plus good returns!

      0

      Post

      Updated on 30 Apr 2021

      Purchased

      AutoWealth

      [Returns Rate] Decent gains of about 14% after one year. Not bad! [User Experience] Upon completion of sign up, AutoWealth tags you with someone so you can refer all queries or discrepancies to that person. [Investment Method] Monthly recurring, or adhoc deposits as long as you maintain a minimum of sgd3000.

      0

      Post

    Questions (0)
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      No Question Found.

      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.

      Contact AutoWealth

      • 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

      Operations

      MAS Financial Advisor Licence (FA100064-1)

      Contact us at [email protected] should you require any assistance or spot any inaccuracies.