AutoWealth
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- Reviews (216)
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4.8
216 reviews
Claimed
This product is managed by AutoWealth.
Summary
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.
Popular Products
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
Reviews (216)
4.8
216 Reviews
5
176
4
30
3
7
2
3
1
0
Service Rating
User Experience
4.7
Ease of Sign up
4.7
Customer Support
4.8
- [User Experience] Excellent service by AW manager Ray. [Customer Support] Through Telegram explaining the market situation and give clear future of investment [Onboarding Experience] I full recommend Autowealth to my family and friends with the good performance of AW...Bravo
0
What are your thoughts? - Posted 24 Oct 2021
Purchased
AutoWealth
[Customer Support] The support from our designated advisor is superb, accurate and very timely! even when there is a change in advisor (due to reasons such as resignation, etc) the handover process is seamless. Definitely would recommend as its been doing good so far as compared to my other portfolios in other robos.0
What are your thoughts? - Posted 02 Sep 2021
Purchased
AutoWealth
Autowealth is very transparent in how they deal with your funds, something that I like. Website is intuitive but I do hope they have an app as when I signed up they do not have one, which seems to be the norm for other roboadvisors0
What are your thoughts? - I find their Autowealth+ portfolios unique as they provided exposures to themes such as Innovation and Post-pandemic. However, their web portal is not as intuitive as other robo-advisors and they lack an app for quick access on mobile.
0
What are your thoughts? - Posted 24 Jul 2021
Purchased
AutoWealth
Their strength lies in customer support as they have a dedicated human advisor attached to your account. Moreover, returns have been decent.0
What are your thoughts? - [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
What are your thoughts? - 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
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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.
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