Low-Cost Investing

Investing in your future as a young professional is the single-most important step you can take to achieve the freedom you want.

Lifewise has partnered with industry leader Betterment for Advisors to offer everything you need to invest your money wisely, all with no transaction or trade fees, and no paid commissions. Instead just one, low, straightforward advisory fee.

Globally Diversified Portfolio

Rest assured that your investments are maximally diversified across a wide variety of stocks and bonds according to your risk tolerance and timeline.

Automated Rebalancing

Every portfolio needs rebalancing from time to time to keep it in line with its original asset allocation mix, and our automated process powered by Betterment Institutional uses every deposit and any dividends to get your portfolio back to its original self, while also lowering your capital gains tax.

Low Cost ETFs

Exchanged Traded Funds (ETFs ) allow us to diversify your portfolio across countries and companies, giving you tax-efficient exposure to both domestic and international stocks and bonds.

Tax Loss Harvesting

We’ll help you get the most value from your investments using this sophisticated technique that can improve your after-tax returns a.k.a. the money that you take home.

Elegant User Interface

Whether you’re using your desktop, tablet or mobile device, Betterment's interface is designed with the user in mind, and was created to make managing your finances a snap.

Powerful Security

Sleep well at night knowing our systems are locked tight with the strongest browser encryption available, and your data is safely stored in a secure, offsite facility.

Human Advisor

You know you should eat better and exercise more, but do you? Similarly, you know you should maximize your money by investing, but it can be difficult to take that first step. Our advisors can help you close this behavioral gap by giving you the guidance you need to make sound investment decisions and avoid costly mistakes.

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Know How Much It Costs to Start

At Lifewise we believe in keeping investor costs low for accumulating young professionals. The only cost you have is for annual management and access to an investment advisor. Move the slider to see how much you’ll pay (and also the cost of waiting).

$0k
How much do you want to invest?
$500k
$0
Annual Management Fee 0.75%
Cost to You $29/mo
That's Less Than... Dinner

The question is...
Can you afford to wait?

Cost of Waiting 5 Years* $271,408
*How did we get this number?
The “Cost of Waiting 5 Years” is an estimate and is not a guarantee of future results. After 20 years, an initial investment of growing at a net investment rate of 7% will equal . If that same initial investment of is invested 5 years later for 15 years and growing at a rate of 7% it will equal . Thus the cost of waiting 5 years is approximately . Past performance is no indicator of future results.

Automate Your Investments Effortlessly

In less than the time it takes you to read this page, you can sign up for Lifewise INVEST. Sign up and within minutes you'll be ready to start building your future.

Questions? Contact us. We’re here to help.

Lifewise

3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431

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Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.

3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431

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