Better Financial Services offers investment management and financial consulting to help clients plan for their financial goals. Investment management involves constructing and managing investment portfolios using various securities. Financial consulting includes investment advice, financial goals analysis, and retirement planning, as well as assistance with career transitions, wealth transfer, and family changes. Better Financial does not have a minimum account size.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated, lowered, or waived for family, friends, existing relationships, or based upon the complexity level of the client situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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