Betterman Digital Wealth manages investment portfolios and provides personalized financial consulting for individuals, high net worth individuals, and retirement plans. Betterman Digital Wealth uses strategic asset allocation and model portfolios tailored to various risk tolerances, ranging from capital preservation to aggressive growth. The firm utilizes a contrarian approach and combines active and passive management. In addition to direct portfolio management, Betterman Digital Wealth offers sub-advisory services through partnerships with Unison Advisors and Betterment, as well as federal retirement plan consulting services. Clients receive comprehensive reviews covering cash flow, tax assessment, insurance, education funding, retirement assessments, and estate planning. Betterman Digital Wealth does not have a minimum account size for traditional investment accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable for accounts over $10,000,000. Betterment platform accounts include a 0.12% wrap fee.