Teacher Wealth provides investment management services using Betterment as a third-party manager. They also offer ongoing comprehensive financial planning, project-based financial planning, and hourly financial planning. Additionally, they provide educational seminars and online courses. Teacher Wealth also offers a College Planning Membership and a Teacher Wealth Insider Membership to non-advisory clients.
Assets Under Management$15M
Clients63
Advisors1
Avg. per Client$240K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
The annual advisory fee on 403(b) accounts will not exceed 1.00% of assets under management. The above fee schedule does not include Betterment’s fee of 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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