Amaral Financial Planning provides financial planning and investment advice to individuals and families. Financial planning covers debt management, cash flow, college savings, tax, retirement, employee benefits, and estate planning. Investment advice is provided through Betterment and Charles Schwab. Amaral Financial Planning acts as a communication conduit between the client and Betterment/Schwab.
Assets Under Management$8.4M
Clients23
Advisors1
Avg. per Client$370K
Avg. per Advisor$8.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annualized Investment Advisory fee excludes the investment advisory fee charged by Betterment for access to their asset allocation platform, which is a maximum of 0.15% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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