Investing

WealthRhino creates custom solutions for our members’ investment needs. We have access to the world’s top professional institutional money managers and we’re able to bring them to our clients without a minimum account size.

When it comes to fees, we try to keep things simple and transparent. All accounts are managed under a 1.00% All-In Program fee which includes all account administration and advisory costs.

ALL-IN PROGRAM FEE
ANY ACCOUNT SIZE		1%

(*Includes advisory fee and TD Ameritrade platform fee; third-party service provider fees for the program can range from 0.00% to 0.80% depending on the portfolio strategies selected for the account)

Our Tax Overlay Program is an ideal solution for mitigating the impact of taxes on taxable portfolios. The services includes protecting low basis positions, wash sale monitoring and deferrals, and tax-loss harvesting, among other tax-minimizing activities.

TAX OVERLAY PROGRAM (OPTIONAL)
0.05% to 0.12% (varies with account size)

SERVICES COMPARISON

WEALTHRHINO	VS.	COMPETITORS
$0	Account Minimums	Typically $100,000+
Build custom diversified portfolios according to your goals, time horizon, and risk level.	Personalized Strategy	No customization; place you into one of their 5-10 standard portfolios.
Access to major institutional investment strategies; normally inaccessible to the general public.	Investment Access	Uses same funds you can buy on Robinhood.
Quarterly performance reporting sent direct to your email.	Performance Reports	Annual performance reporting.
In-person, virtual, or phone meetings every quarter.	Proactive Communication	Only calls when they want something.
Tax-loss harvesting and tax-efficient strategies.	Tax Management	Don't take into account your tax situation.
Use the right strategy in the right account type, to maximize your bottom-line and minimize your taxes.	Account Type Selection	Will use the same strategy across all account types.
Automatic rebalancing triggers are setup to maintain portfolio allocation.	Rebalancing	Do not have rebalancing tools.
Fees are transparent and listed directly on statements.	Fee Transparency	Uses investments with hidden fees.

ACCOUNT TYPES WE WORK WITH

There hasn’t been an account type we here at WealthRhino couldn’t manage for you. Here’s a brief list of some of the more common accounts we’ve helped our members with:

Traditional IRA	Roth IRA	Individual 401(k)	Individual - Taxable
Rollover IRA	Defined Benefit Plan	403 (b) Plan	Joint Tenancy Accounts
SEP IRA	LLC/Corporate Accounts	401 (k) Plan	Trust Accounts
Simple IRA	UGMA/UTMA Accounts	Employee Stock Purchase Plan	529 Education Plan

ACCOUNT PLATFORM

WealthRhino has partnered with one of the most respected and largest brokerage firms in the world to administer and custody your account, so you have peace of mind knowing your money rests with a trusted, established institution

Open-architecture investment platform
Online account access & mobile app
Account reporting & statements
High-quality trading execution