MyGen Planning provides financial planning and investment management services tailored to individual client needs. Services include portfolio management through Betterment, ongoing financial planning, project-based financial planning, and hourly financial planning. MyGen Planning also offers employee benefit plan services to plan sponsors. The firm uses fundamental and technical analysis, based on Modern Portfolio Theory, to review and analyze investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.35% |
| $1M+ | 0.25% |
Betterment charges an additional 0.15% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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