Investment Management (0.5% to 1% annual fee)
example: A $100,000 portfolio with a 0.75% annual fee = $750 annual fee ( or 187.50 quarterly).
Our management fee includes:
- Initial discovery meetings
- Industry leading personal risk tolerance analysis
- Portfolio construction and funding
- Beneficiary review and update
- Access to dedicated CFP® professional
- Regular review (annual or semi annual)
- Back office support / transfer paperwork
- All statements and tax documents are provided to you directly by your custodian (either Betterment Securities or Fidelity Investments)
