AutoWealth
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- Reviews (218)
- Discussions (0)
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4.8
218 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 (218)
4.8
218 Reviews
5
177
4
31
3
7
2
3
1
0
Service Rating
User Experience
4.7
Ease of Sign up
4.7
Customer Support
4.8
- I started investing with AW in around 2018 to put aside funds for housing in the future. The past few years have seen tumultuous economic conditions and I am very glad to have AW hold the fort in terms of my housing finances. Now that I am finally settling my housing, I am very glad to use the funds for its intended use. Thanks again AW for helping me make this happen.
0
What are your thoughts? - Posted 04 Sep 2022
Purchased
AutoWealth
[Onboarding Experience] Manual KYC process which requires meetup or call (part of MAS requirements) [Investment Method] 4 category of risk portfolios to choose. I chose risk level 4 which is 80% equity and 20% bonds. [User Experience] Mobile app is simple to use and informative enough Get notified of rebalancing of portfolio via email0
What are your thoughts? - Posted 14 Apr 2022
Purchased
AutoWealth
Really simple and easy. I like how the personalised approach is and how they listen to feedback on the ground.0
What are your thoughts? - [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? - Posted 18 Aug 2021
Purchased
AutoWealth
[Returns Rate] I've used Autowealth since Apr 2020, only to get 27.46% in simple cumulative returns, 45.34% in time-weighted cumulative returns.0
What are your thoughts? - Posted 27 Jul 2021
Purchased
AutoWealth
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? - 17 Jul 2021
Purchased
AutoWealth
[User Experience][Customer Support][Returns Rate] Like the personal touch of having a wealth manager assigned to me. Returns so far have been quite good since i started in Jan 21. Would definitely intro to friends0
What are your thoughts?
Discussions (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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