Wealth Prices

Wealth Prices

By Thomas Digital from
August 22, 2022



Wealth Prices is an online app for relationship management and investment professionals to see how their fees compare to the competition for a proposed account or relationship. Wealth Prices primarily compares fees for Investment Management, Trust, IRA, Personal Custody, and RIA accounts. Basically, it supports accounts where the fee is based on asset values as opposed to transaction volumes.