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.
- Products Available: Stocks, Government Bonds and ETFs listed on NYSE and NASDAQ
- 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.
Autowealth Exclusive Promotions with Seedly
- Promotion is only applicable to new users only.
- Click on “Get Started”, complete the advisory process and use the promo code “SeedlyAW’ under “referral code” at submission.
- Fund the account with the minimum initial investment sum of S$3,000 within 2 weeks from account activation.
- The S$20 direct top up will be credited into your account within 2 weeks upon successful funding.
- The cash top up will be clawed back if the account is closed in less than 3 months.
- AutoWealth’s investor T&Cs apply.
Fees and Charges for AutoWealth
The minimum investment 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.
MAS Financial Advisor Licence (FA100064-1)