If you would like me to manage and service your investment accounts on your behalf, I offer investment management through Betterment. This is an optional service that can be added to your financial plan.
- Risk tolerance assessment
- Customized asset allocation
- Low-cost index fund portfolios
- Socially Responsible portfolios available
- Tax efficiency
- 24/7 access to top-rated Betterment mobile app
0.7% of your account value (drops to 0.5% for accounts over $250k).
*Betterment charges a separate 0.15% platform fee
- A $100,000 account would be charged a total of $850/year
- A $250,000 account would be charged a total $1,625/year
Want to make your money match your values? Check out Betterment’s Socially Responsible Investing (SRI) option.
Do you have a 401k or other investment accounts you’d like to keep at another financial institution? No problem, your financial plan will still include strategies and recommendations for your outside accounts. However, I can’t manage or service those outside accounts on your behalf.
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Let’s get to know each other and see if I can help you along your financial journey.