| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
This fee schedule applies to accounts implemented through Betterment Institutional.
935 Main Street, Unit E, Manchester, CT, 06040
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Learn about disclosures →Paul is involved with Barnum Benefits Advisors, focusing on non-variable insurance since 2010, and owns 2% of the company. He also provides investment advisory services through Excel Wealth Management, LLC, dedicating about a quarter of his time, and works as a registered representative with LPL Financial, spending about 10% of his time there.