FATCAT WEALTH Advisory accounts are held at Charles Schwab & Co., Inc. and are managed by WFA San Diego, a registered Investment Advisor with the U.S. Securities and Exchange Commission.
Robo investor technologies
Fat Cat Wealth employs Cool Cats like top rated Robo Investor Technologies run by Charles Schwab & Co. to automatically invest and re-balance professionally designed portfolios.
Low cost & Lightening Fast
Fat Cat accounts can be set-up with as little as $5000. With an extremely low asset management fee of 0.5%. This makes Fat Cat Wealth ridiculously affordable and meowtastic!
Open an account with us in less than 10 minutes with our streamline enrollment process.
Work with a live cat
Unlike many other Robo offerings, Fat Cat Wealth allows you to work with a live cat. Dedicated financial advisors are available at no additional cost.
Cats with a conscience
5% of all investment management fees collected by Fat Cat Wealth go to support our less domesticated friends. San Diego Zoo’s Global Wildlife Conservancy Program at endextinction.org.
Institutional Intelligent Portfolios® (“IIP”)” is an automated investment management service made available through Schwab Performance Technologies® (“SPT”). At Fat Cat Wealth’s direction, the IIP platform will automatically trade and rebalance portfolios when they drift from the targeted asset allocation by a defined amount.