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)