Legal
The agreement
Working with Wealthora starts with a written advisory agreement. It sets out the service, the fee and how either side can end it.
Our fee
A flat fee, agreed in writing before any work starts. We receive no commissions from anyone.
Your accounts
Your money stays in your name at an independent custodian. We can advise and place trades on your instruction — we can never withdraw it.
This website
Articles and calculators on this site are general information, not personal advice. Your plan is the only advice that fits you.
Ending the service
Either side may end the agreement with 30 days' written notice. Write to hello@wealthora.com.