| 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.
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Learn about disclosures →George is involved with multiple investment-related entities. He spends nearly full-time hours on Edgewater Advisors NYC, Inc., minimal time on Edgewater Advisors LTD, and about half his time on Excel Wealth Management, LLC as a Registered Investment Advisor.