BetterWealth LLC offers investment advisory services to individuals and other clients. As a fiduciary, BetterWealth is legally required to act in the client's best interest. BetterWealth provides wealth management services, including asset management and financial planning, using mutual funds and exchange-traded funds. BetterWealth also offers advice on other investments and monitors and rebalances portfolios regularly. BetterWealth also provides an additional service for accounts not directly held in their custody, but where they do have discretion, and may leverage an Order Management System “Pontera” to implement tax-efficient asset location and opportunistic rebalancing strategies on behalf of the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable. BetterWealth aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints.