Wealt has two fee types, charged at different points in the investment lifecycle:
Setup fee - charged upfront
When: At the time of your investment (Day 1)
How much: ~6% of your investment amount
What it covers: Legal structuring, SPV creation, compliance, and administration
Always charged? Yes - regardless of outcome
Example: On a $5,000 investment with a 6% setup fee → you pay $3002.
Carry - charged on exit (profits only)
When: At exit (IPO, acquisition, or other liquidity event)
How much: Typically 20% of profits
What it covers: Performance incentive for the deal operator
Always charged? No - only if the deal makes money
Example: On a $10,000 investment that returns 3x ($30,000) with 20% carry → carry = 20% × $20,000 profit = $4,000. You receive $26,000.
What if the deal loses money?
You pay zero carry. The only fee you paid was the upfront setup fee.
During the holding period (years 1–10)?
No fees. Unlike traditional VC funds that charge 2% annually, Wealt charges nothing between your initial investment and the exit. You receive quarterly updates and annual K-1 forms at no cost.
Every deal page shows the exact setup fee and carry percentage before you invest. No surprises.