Absolutely. Each time you create a new Wherewithal goal, we open a new Folio account on your behalf. We do this so it’s easier to track performance and keep your objectives clear. There is no additional cost for having more than one account, although Folio may charge additional fees for IRAs and other special account types.
© 2019 Wherewithal. Wherewithal, LLC is an SEC registered investment adviser.
Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. Before investing, consider your investment objectives and all fees and expenses. See full disclosures for more information.
Not an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction.
Brokerage services offered by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC.
Securities in your account are protected up to $500,000. See http://www.sipc.org for more details.