Fees and Compensation
Wealth Management (includes Financial Planning)
Assets Under Management
$0 to $1,999,999.99
$2,000,000 to $2,999,999.99
$3,000,000 to $3,999,999.99
$4,000,000 to $4,999,999.99
Over $5,000,000
Annual Fee
1.00%
0.85%
0.75%
0.65%
0.50%
Asset Management
Assets Under Management
$0 to $1,999,999.99
$2,000,000 to $2,999,999.99
$3,000,000 to $3,999,999.99
$4,000,000 to $4,999,999.99
Over $5,000,000
Annual Fee
0.90%
0.75%
0.65%
0.55%
0.40%
Our fees and compensation are outlined in detail in the BetterWealth Form ADV Part 2A.
