24/7/365
24/7/365
Access your financial plan and account
data, anytime, day or night, anywhere
you are.
Developed by RightCapital — access your financial plan with the ability to update data and stress test scenarios in real time.
Working with the attorneys at Estate Guru (formerly 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.
Access our secure client portal for tax organizers, tax document uploads, and tax return copies.
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% |