A Better Way Financial provides ongoing financial planning and portfolio management services. Financial planning covers budgeting, insurance, retirement, college, and estate planning. Portfolio management involves creating tailored plans and managing investments based on client goals and risk tolerance. They may use sub-advisors and recommend hedge fund investments for accredited investors.
Assets Under Management$110M
Clients354
Advisors4
Avg. per Client$310K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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