True Wealth coupon code
Up to 50% off the management fee for a year.
What the True Wealth coupon gives you
The True Wealth coupon lowers the annual management fee to 0.25% for your first year, up to half of the standard rate, once your portfolio reaches the qualifying size. On a real portfolio that is a genuine saving that compounds.
This coupon is tied to my account rather than a public code, so I share it personally. Send a short message and I will pass it to you before you open your account.
You get up to 50% off the management fee for a year, dropping it to 0.25%.
Send a message to get the coupon.
About True Wealth
True Wealth is a Swiss robo-advisor that invests your money in low-cost index funds and rebalances automatically. Its fees are among the lowest in the country, and you can tune the portfolio to your own risk level.
I like True Wealth for larger, long-term portfolios where the low percentage fee makes the biggest difference. It also offers a pillar 3a with a very low fee.
My take on True Wealth
I have used True Wealth for around four years too. It is easy to set up, the interface is professional and clear, and they now offer a pillar 3a and accounts for children. For smaller portfolios, roughly under CHF 50,000, I find True Wealth cheaper than Selma, so it is often my pick for a first, smaller investment.
One thing to know: there is a minimum amount to invest, and opening an account for a godchild is not straightforward. You have to go through the parents.
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