Pomegranate Financial offers personalized investment management, comprehensive financial planning, project-based hourly planning, tax preparation, and subscription-based membership services. For investment management, Pomegranate Financial partners with the Betterment platform to build and manage passive, diversified portfolios, including options for cryptocurrency exposure. Comprehensive financial planning covers cash flow, credit, retirement planning, insurance, investments, education funding, debt management, business planning, tax planning, and estate planning over a 12-month engagement. The firm also offers hourly consulting for specific financial projects, tax preparation services through a third-party accounting partner, and a membership program providing limited meetings and software access. Pomegranate Financial acts legally required to act in your best interest and works primarily with individuals, high-net-worth individuals, businesses, and charitable organizations, with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Annual advisory fee is 0.10% with a $1,000 per year cap. Betterment charges an additional 0.15% platform fee. New clients also pay a $200 upfront onboarding fee, which can be waived with planning or membership.
