Does WealthStep Direct make exceptions to the minimum account size requirement?

WealthStep Direct (WSD) users are clients who pay to receive portfolio management outside of retirement plans, and requires a $500,000 minimum. However, WealthStep may consider exceptions as low as $100,000 per account:

Regular WSD exceptions:
If you have existing WealthStep Direct accounts, or have family member accounts that cause you to qualify under $500,000. Please submit that information through the Contact us page.

Special WSD exceptions:
To be considered for a “special exception,” please submit answers to the following questions through the Contact us page:
a) Why you would like to be considered for a special exception;
b) Whether or not you are a long-term investor;
c) How often you typically make changes to your investments/asset allocation;
d) How much money you plan to save into your WSD account each year;
e) How often you plan to withdraw money from your WSD account and what year that will begin;
f) A list of your account types (IRA, Roth IRA or taxable) and each account’s asset size.

WealthStep reserves the full right and discretion to accept or deny exception requests, based on an evolving set of criteria. If WealthStep is not able to accept your request, please let us know if you’d like to be added to the waitlist.