Samantha Beauvais is a CFP-designated registered investment advisor at Betterment, based in Boynton Beach, FL, with 2 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 1,022,488 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Standard digital plan fee is 0.25% annually (or $5/month for balances under $24,000 without recurring deposits). Premium plan charges 0.65% annually. Discounts apply to portions over $1M (0.10% discount) and $2M (0.15% discount).
Fee Estimator
Location
Boynton Beach, FL
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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
Betterment
Previous Registrations
Aviance Capital Partners LLC
State Registrations3 states
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.
Exams
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