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Developed by RightCapital — access your financial plan with the ability to update data and stress test scenarios in real time.
Powered by Teachable — access our on-demand personal finance platform, including learning modules, worksheets, and videos.
Working with the attorneys at Estate Plan Navigator — access your documents and make updates to your estate plan.
Access up to date account values, statements, portfolio performance reports, and more.
TD Ameritrade account statements, trade confirmations, and other important account documents.
For accounts where Betterment is our outside manager. Access the platform to view accounts, balances, transactions, and more.
Charles Schwab account statements, trade confirmations, and other important account documents.
Assets Under Management (AUM) | Annual fee as a % of AUM or flat-dollar |
---|---|
$0 - $249,999 | (See Invest:FOCO) |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 - $2,999,999 | 0.50% |
$3,000,000 - $3,999,999 | $15,000 |
$4,000,000 - $4,999,999 | $20,000 |
$5,000,000 or more | $25,000 + $2,000 per additional $1mm |
Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
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Assets Under Management (AUM) | Annual fee as % of AUM or flat-dollar |
---|---|
$0 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 - $2,999,999 | 0.50% |
$3,000,000 - $3,999,999 | $15,000 |
$4,000,000 - $4,999,999 | $20,000 |
$5,000,000 or more | $25,000 + $2,000 per additional $1mm |
Annual Fee | Investable Net Worth (INW) |
---|---|
$4,000 (minimum for an individual) | Up to $500,000 |
$6,000 (minimum for couples) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$11,000 | Up to $2,500,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of INW |
Annualized Flat Fee | Net Worth (NW) |
---|---|
$6,000 (our minimum fee) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of NW |
Assets Under Management | Annual Fee |
---|---|
$0 - $1,000,000 | 0.60% |
$1,000,000 - $3,000,000 | 0.50% |
$3,000,000 - $5,000,000 | 0.25% |
$5,000,000 and above | 0.10% |