Beta Wealth Group provides comprehensive portfolio management and financial planning services to individuals, families, and other clients. The firm builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, while also offering guidance on retirement planning, estate planning, charitable giving, education funding, and tax planning. Beta Wealth Group tailors its advice to each client's individual goals and risk tolerance, and permits clients to place reasonable restrictions on their investments. In addition to individual wealth management, the firm offers retirement plan consulting for employers and institutional asset management through a dedicated division.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Accounts utilizing puts and covered calls are subject to a flat fee of 1.85%. Fees are negotiable for accounts over $12,000,000.