BeManaged Financial Services offers investment management services for participants in retirement plans and discretionary portfolio management for individuals' outside accounts in conjunction with retirement plans. BeManaged works with clients to determine their risk tolerance and investment goals. They actively manage accounts or recommend portfolio changes. BeManaged also offers financial counseling services for individuals relative to employee benefits offered by their employer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
A plan sponsor may negotiate a lower percentage fee based on average plan-wide balances, travel reimbursement, or other factors. The sponsor may also arrange for fee processing on other than a quarterly basis; some sponsors process fees twice a year or even annually.