Wealth Trax

The Key to Your Financial Future

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Why should I choose a Monthly Investment Plan?

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Wealthdiagnostics has developed Folios for those investors who desire to accumulate wealth through an automatic monthly investment program. Open your account at Foliofn. Once the Folio is purchased you can set up a regular withdrawal from your checking account to be directly deposited into your account. Once received by Foliofn it can automatically purchase your folio and the ETFs within the Folio.
The following example shows various investments amounts at various lengths of time with an opening account investment of $1,000.

 
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Amount Invested per month @ 10% per year	10yrs	20yrs	30yrs	40yrs
$100	$23,191	$83,264	$245,885	$686,107
$200	$43,676	$159,201	$471,934	$1,318,515
$300	$64,160	$235,138	$697,983	$1,950,923
$400	$84,644	$311,075	$924,032	$2,583,331
$500	$105,129	$387,012	$1,150,080	$3,215,739

Your Entire Portfolio will cost $7 per month. That will include 7 free trades per month. Any trades above 7 will cost and additional $1 per trade. In the event there are in excess of 7 trades due to rebalancing or multiple investments by you, you could incur this additional fee. In order to maintain your Portfolio, you may also be subject to intermediary fees/newsletter subscription fees. These fees are not included in the example shown above. Fees are subject to change. These fees are not included in the example shown above.
The Key to Your Success is to GET STARTED TODAY!

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