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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truepoint, INC.
Previous Registrations
Johnson Investment Counsel, INC.
State Registrations1 state
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.