John Betterman
John Betterman is a registered investment advisor at Betterman Digital Wealth, INC., based in San Jose, CA, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.55% |
Fees negotiable for accounts over $10,000,000. If Betterment is used as a sub-advisor, Betterment charges an additional 0.12% asset-based wrap fee.
Fee Estimator
Location
San Jose, CA
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Regulatory History (2)
Financial
October 2016Customer Dispute
October 2004Other Business ActivitiesSells Insurance
John is a licensed insurance agent selling life and health insurance since September 2023. The time commitment varies.
Employment History
Current Registrations
Cura Collective Legacy
Betterman Digital Wealth, INC.
Previous Registrations
Madison Family Advisors, INC.
Oak Family Advisors, LLC
Oak Family Advisors, LLC
Betterman Investment Group, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.