The best financial planning and investment strategist on the internet. Investing with victorwealth is the best decision you will ever make.

Our Service Roadmap

Tell us a bit about yourself.

Where are you in your financial life and what are you investing for? Dream vacation? Down payment? Nice little retirement?

We’ll build you a portfolio.

Based on your answers, we’ll recommend an investing plan and use our technology to build you a personalized portfolio.

Then, we put our magic to work.

And we keep working. Once we get you set up, we’ll manage your portfolio with tax-smart technology.

Our mission

Increase your Money

One of our core services involves helping  you make the most of your money when you invest with us.

Built for better returns

We’re designed to help you make more over time. We take sophisticated investing strategies and make them better with modern, tax-smart technology.

Unlimited personalized advice

Burning questions? Send ’em our way. You get unlimited access to licensed financial experts (read: real live people)—anytime, anywhere.

One low fee, starting at 0.25%

Hidden costs? Nowhere to be found. No matter who you are or how much money you invest, you get everything for one low, transparent fee.

Satisfaction guaranteed

At Betterment, our passion is your investing experience. If you ever feel we’ve missed the mark, let us know. We’ll make it right.

Advice you can trust.

As your fiduciary, we’re required to make recommendations in your best interest. (And we wouldn’t have it any other way.)

You pay one low, annual fee

No hidden fees. No additional trading and transfer fees. What you see is what you pay. If only everything in life were this simple. See details

Annual fee;

0.25%

or about $25/year for every $10,000 invested

Still not sure?

If you want to dig a little deeper before making a decision, we understand. Take a look into the thinking behind our approach.