Jodee Lownsbury is a CFP-designated registered investment advisor at Betterwealth LLC, based in San Jose, CA, with 7 years of industry experience. Jodee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 342 clients with $560M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable. BetterWealth aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints.
Fee Estimator
Contact
Jodee Lownsbury
Location
1475 Saratoga Avenue, Suite 200, San Jose, CA, 95129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Betterwealth LLC
State Registrations1 state
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