Webull Smart Advisor: Automated ETF Portfolios with Low Fees
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Webull Smart Advisor: Automated ETF Portfolios with Low Fees
Webull Smart Advisor is a goal-based robo-advisor offering personalized portfolios made of low-cost ETFs and automated rebalancing.
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Webull Smart Advisor: Automate...
What Is Webull Smart Advisor?
Webull Smart Advisor is a fully automated investment platform offered by Webull Advisors LLC (an SEC-registered investment adviser), managed using algorithms and diversified ETF allocations powered by BlackRock.
The robo-advisor builds, monitors, and rebalances your portfolio based on your risk tolerance, time horizon, and goals—with no human financial advisor required. Results appear within the Webull app ecosystem but are separate from the self-directed trading platform.
Webull Smart Advisor Overview
| Offer Type | Best For | Minimum | Annual Advisory Fee | Action |
|---|---|---|---|---|
| Robo-Advisor | Goal-oriented, passive investors | $100 | 0.20% AUM/year | Get Smart Advisor |
How Webull Smart Advisor Works
Ideal for hands-off investors seeking simple, affordable portfolio management.
- Sign Up & Assess: Complete a risk‑tolerance and goals questionnaire to tailor your portfolio.
- Fund Your Account: Deposit at least $100 to activate the service.
- Portfolio Creation: Receive a diversified ETF portfolio aligned with your risk profile.
- Automated Monitoring: Webull Smart Advisor rebalances your portfolio periodically without intervention.
Key Features & Benefits
Portfolios
| Feature | Benefit |
|---|---|
| Low Fee | Keeps costs low compared to human advisors or high-fee robo-platforms |
| Portfolios | Access 30 different portfolio options with six core strategies. |
| ETF-Based Diversification | Broad exposure tailored to your risk level using State Street ETFs |
| Goal Planning Tools | Track progress toward financial objectives like retirement or education. |
| Automatic Rebalancing | Keeps your portfolio aligned with your ideal asset allocation. |
| Open Webull Smart Advisor | |
Who Is It Best For?
- Long-term investors who want a hands-off portfolio
- Goal-oriented savers seeking automation and diversification
- Beginner investors who prefer algorithmic guidance over choosing individual stocks
- Cost-conscious users wanting ETF exposure with minimal fees
Pricing & Fees
- Advisory Fee: 0.20% of assets under management per year
- No Additional Trading Costs: Trades within the advisor portfolio are fee-free
Trust & Security
- Smart Advisor is offered by Webull Advisors LLC, an SEC-registered investment adviser
- Webull Financial LLC is registered with FINRA & SIPC
- SIPC insurance up to $500,000 per account, including $250,000 cash
- Assets are executed by Webull Financial LLC on behalf of investment advisory accounts
- 4+ million App Store users and a history of service backed by reputable custodians
Frequently Asked Questions
How much does Smart Advisor cost?
It charges 0.20% annually on assets under management.
What is the account minimum?
You need to deposit at least $100 to open an account.
What type of investments are used?
The portfolio is comprised solely of diversified ETFs managed by State Street Global Advisors.
Can I withdraw or close anytime?
Yes. Your Smart Advisor account can be closed at any time and assets transferred out.
Is there a free trial?
Webull offered fee waivers for early adopters, but as of now the fee is standard after launch :contentReference[oaicite:11]{index=11}.
Ready to Start Goal-Based Investing?
| Account Types | Individual, Retirement |
|---|---|
| Fees & Pricing | % of Assets |
| Investment Options | ETFs |
| Minimum Deposit | $100–$499 |
| Perks & Value Adds | Dividend Reinvestment, Tax Optimization |
| Platform Type | Desktop & App |
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