WiseBanyan provides small businesses with free financial and investment advisory services. It helps its clients oversee their entire savings plan from building their financial blueprint to managing their investment portfolio. In this article, we cover WiseBanyan reviews. Ready to get started? Sign up for free.
Summary of WiseBanyan Reviews
As of March 2019, there are not many WiseBanyan reviews available online. If you are a past or current WiseBanyan customer, leave a review to help other business owners who are deciding whether or not to use its services.
WiseBanyan offers financial advisory services for free. Fees for similar providers usually include custodian fees ($25 to $50/year), asset management fees (0.25% to 2.00% of total asset cost), and trading commissions ($5 to $50/trade).
Costs greatly vary and usually depend on the kinds of assets to be managed or services to be provided.
WiseBanyan also offers paid premium services, which includes Tax Protection, Fast Money, Portfolio Plus, and Teamwork. However, pricing is not readily available on its website, and interested users need to get in touch with the company for more information.
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Check out the list below of some of WiseBanyan’s services:
- Financial plan building
- Financial plan management
- Account monitoring
- Asset accounts consolidation
Who are eligible to become WiseBanyan clients?
Anyone age 18 and older with a United States permanent address, including all 50 states and Puerto Rico, and a Social Security number is eligible to become a WiseBanyan client.
What is the minimum amount of money required to start investing with WiseBanyan?
A minimum deposit of $1 is required to start investing. However, no amount is required to maintain an account with WiseBanyan.
Have you read these WiseBanyan reviews and are still not sure if it’s the right fit for you? Read our reviews of all top investment companies for small businesses or check out one of these three WiseBanyan competitors.