Build a Better Financial Future LLC
Assets Under Management
$9.7M
Number of Clients
65
Number of Advisors
2
Average Client AUM
$149K
AUM per Advisor
$4.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Build A Better Financial Future LLC offers investment management through third-party managers and financial planning services, including project-based and ongoing planning. They also provide educational seminars. Investment management clients with $500,000 or more in assets receive ongoing financial planning at no additional cost.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,500
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
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Location
2831 St Rose Pkwy, Suite 200, Henderson, NV, 89052
