Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients are assessed a monthly fee of $85 and accounts are billed an annualized asset-based fee of 1.00%. This fee is distributed as follows based on how the account is opened with us: Betterment for Advisors: Commas 0.88%, Betterment 0.12%, “All in” 1.00% Betterment Advisors Network: Commas 0.75%, Betterment 0.25%, “All in” 1.00% Betterment 401(k): Commas 0.85%, Betterment 0.15%, “All in” 1.00%
Fee Estimator
Location
9999 Carver Road, Suite 200, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Truepoint, INC.
State Registrations1 state
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