Fee Disclosure
Complete schedule of fees, costs, and charges — WealthSignal
⚠️ Important: You will pay fees whether or not you make money on your investments. Fees and costs will reduce any amount of money you make over time. Please make sure you understand what fees and costs you are paying before investing.
Subscription Plans
- Limited lessons & learning modules
- Community access
- Basic market data
- Live stock feeds
- Unlimited watchlist
- Paper trading ($1M virtual)
- Trade history & basic analytics
- Full education library (100+ lessons)
- Unlimited paper trading ($1M virtual)
- Live managed strategies
- Signal performance analytics
- Goal-based strategies
- Email & chat support
- Everything in Pro
- Priority access to real trading (launch list)
- Advanced strategy configuration
- Early access to new features
- Dedicated support
- Educational advisor access (2 sessions/mo)
Annual plans available: Starter Annual $219.99/year, Pro Annual $659.99/year, Elite Annual $1,099.99/year. Subscriptions are billed monthly or annually. Fees are non-refundable for completed billing periods. You may cancel at any time; cancellation takes effect at the end of the current billing period.
Investment Advisory Fees (Managed Accounts)
When real trading and managed accounts are activated (pending regulatory approval), the following advisory fees apply:
| Account Value | Annual Fee Rate | Effective Monthly Rate | Status |
|---|---|---|---|
| $0 – $10,000 | 0.50% / year | ~$4.17 on $10k | Pending Activation |
| $10,001 – $50,000 | 0.40% / year | ~$16.67 on $50k | Pending Activation |
| $50,001 – $250,000 | 0.30% / year | ~$62.50 on $250k | Pending Activation |
| $250,001+ | 0.25% / year | Negotiable | Pending Activation |
AUM fees are charged quarterly in arrears, based on average daily portfolio value for the period. AUM fees are in addition to subscription fees. There are no performance fees or lock-up periods.
Transaction & Trading Costs
| Cost Type | Amount | Notes |
|---|---|---|
| Equity Trades (US Stocks) | $0 | Commission-free via broker partners |
| ETF Trades | $0 | Commission-free via broker partners |
| Crypto Trades | 0.25% – 0.50% | Spread + exchange fee (when activated) |
| Options | $0.65/contract | When activated (pending regulatory approval) |
| ETF Expense Ratios | 0.03% – 1.00% | Charged by fund managers, not WealthSignal |
| Regulatory Fees (SEC/FINRA) | Minimal | TAF: $0.000166/share; SEC fee: $8/million |
| Paper Trading | $0 | Simulated — no real money or fees |
Account & Service Fees
| Fee Type | Amount | Notes |
|---|---|---|
| Account Opening | $0 | No setup fee |
| Account Maintenance | $0 | Included in subscription |
| Account Closure / ACAT Transfer Out | $75 | When live trading is activated |
| Wire Transfer (Outgoing) | $25 | Per wire; ACH transfers are free |
| Returned Payment / NSF | $30 | Per occurrence |
| Paper Statement Fee | $0 | All statements are digital by default |
| Tax Document Fee | $0 | 1099 forms provided digitally at no charge |
| Inactivity Fee | $0 | No inactivity fees |
| IRA Custodial Fee | $25 / year | When IRA accounts are activated (pending) |
Data & API Access Fees
| Feature | Free | Pro | Elite |
|---|---|---|---|
| Real-time Stock Quotes | Delayed (15min) | Real-time | Real-time |
| Options Chain Data | — | Included | Included |
| Earnings Calendar | Included | Included | Included |
| Institutional-Grade Data | — | — | Included |
| API Access (requests/month) | — | 10,000 | Unlimited |
Important Disclosures
All fees are subject to change with 30 days' notice. We will notify you via email and in-app notification before any fee changes take effect.
WealthSignal does not receive payment for order flow (PFOF) for equity trades. This means orders are routed for best execution, not based on payments from market makers. If this changes, we will update this disclosure.
Third-party fees (ETF expense ratios, exchange fees, regulatory transaction fees) are beyond WealthSignal's control and may change without notice. We will provide reasonable notice when aware of material changes.
For questions about fees, contact support@wealthsignal.net or review your account statements monthly.
Principal Office: WealthSignal Investment Advisers, LLC · Slidell, Louisiana
This disclosure is provided pursuant to SEC Investment Adviser regulations and the requirements of Form CRS (Client Relationship Summary). Last updated: January 1, 2025.
See also: Form CRS · ADV Part 2A · Risk Disclaimers · Terms of Service