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$
10
/month
Build and continuously manage your 401k portfolio
Grow your 401k wealth with Success Factors
AOA members get 3 months free and 20% off list price
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PhysicianWealth
Target Date Fund
Managed Account
Price
$
$$
$$$
Portfolio personalized for you
Hidden fee reduction
Automatic rebalancing
Automatic contribution increases
Success Factors / Goal setting
Fiduciary
Mobile app
No account minimums
Setup in

Compared to others

PhysicianWealth pricing is simple, flat and stratight forward. You may save thousands in management fees over the next few years compared to other available solutions.

PhysicianWealth – Personalized portfolio + Success Factors
$10/m*
Target Date Fund – One Size fits all
0.67%**
Managed Accounts from your provider
1.7%***

* Exclusive of mutual funds fees in your portfolio
**2015 Morningstar report of average TDF expense ratio
*** Fidelity PAS managed account fee 2017

Your wealth grows. Your PhysicianWealth fees 

remains at $10/month.



Fee/yr.
$50,000
$1,000,000
PhysicianWealth*
$120
$120
$120
Target Date Funds
0.67%
$335
$6,700
Managed Accounts*
1.7%
$850
$17,000
Neigborhood Advisor*
1.50%
$750
$15,000
$
10
/month
No matter how much you save
Sign up now to start growing

The less you pay in fees, the more you keep in your wealth.

Like most Americans your 401k may become your largest source of wealth. Lets start building your wealth today at a price that is affordable to you.

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