Better Way provides ongoing investment advice to clients, both with and without the authority to make trades without asking first. They create and manage investment portfolios based on each client's individual needs and risk tolerance. Better Way also manages private equity funds, giving clients access to these investments through a limited partnership structure. They work with individuals, high-net-worth individuals, trusts, estates, charities, corporations, other businesses, and pooled investment vehicles.
Assets Under Management$100M
Clients3
Advisors1
Avg. per Client$34M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may vary depending on the scope of the mandate, advisory responsibilities and functions. Better Way can charge performance-based fees to certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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