CyborgWealth provides personalized investment advisory services, including comprehensive financial planning, financial analysis of specific planning topics, and ongoing wealth management. CyWealth refers clients to other investment managers, including its affiliate WBI Investments. CyWealth does not manage client assets directly but supervises accounts and provides recommendations.
Fee Structure
CyWealth does not directly manage investments. Instead, they refer clients to investment managers like WBI Investments and other unaffiliated managers. CyWealth receives a portion of the fees charged by these managers as a referral fee, typically ranging from 0.25% to 1.00% of the assets managed by the referred manager. The investment manager's fees are separate from CyWealth's consulting fees.