Betts LLC refers clients to third-party money managers, such as Rockefeller Capital Management, for investment management services. Betts LLC helps clients identify their risk tolerance and investment objectives and recommends third-party managers accordingly. Betts LLC receives a portion of the fee charged by the third-party manager as compensation for the referral. Betts LLC does not provide investment advice on specific investment products.
Fee Structure
Betts LLC does not directly manage your investments. Instead, they refer you to a third-party money manager (like Rockefeller Capital Management). Betts LLC receives 25% of the management fee that the third-party manager charges you. For example, if Rockefeller charges 1% on a $1,000,000 portfolio ($10,000/year), Betts LLC would receive $2,500/year.