Servo Wealth Management offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Servo creates an Investment Policy Statement for each client and may recommend third-party asset management platforms like Betterment for Advisors. Financial planning is included within the investment advisory services offered and is not a separate standalone service with separated fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Clients utilizing Betterment for Advisors for investment management services will be subject to fees charged by both Servo and Betterment for Advisors. Servo charges: Up to $2,000,000: 0.85%, $2,000,001 to $10,000,000: 0.35%, Above $10,000,000: 0.10%. Betterment for Advisors also charges a platform fee of 0.15%.