Pomegranate Financial offers investment management using Betterment, assisting clients with allocation models and providing guidance. They also offer comprehensive financial planning, covering various areas like retirement, insurance, and tax planning. Additionally, they provide project-based hourly financial planning and a membership service with limited meeting time and tax preparation.
Assets Under Management$8.2M
Clients35
Advisors1
Avg. per Client$240K
Avg. per Advisor$8.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 0.10% |
| $30.0M - $100.0M | 0.14% |
| $100M+ | 0.12% |
There is a cap of $1,000/year for Investment Management. Betterment also charges a 0.15% fee. Clients investing in cryptocurrency through Betterment may incur additional fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
