Better Pockets Financial offers financial planning and investment management services. Financial planning includes evaluating a client's current and future financial state, considering their goals, resources, and needs. Investment management involves providing ongoing advice and managing investments in a risk-appropriate manner. BPF offers three ongoing financial planning packages designed for different financial life stages. Investment management is offered as a standalone service or combined with financial planning through their Wealth Management Services.
Assets Under Management$5.6M
Clients38
Advisors5
Avg. per Client$150K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.25% |
Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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