Fitbux RIA provides financial planning and investment management services. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning services include one-time consultations and ongoing support to help clients identify goals, set a framework for success, and stay on track. Fitbux RIA directs clients to Betterment LLC's account management platform.
Assets Under Management$5.1M
Clients180
Advisors1
Avg. per Client$28K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee. The annual fee may be negotiable. Fitbux RIA directs clients to Betterment LLC's platform, which also charges a fee ranging from 0.12% to 0.20% of account balances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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