| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
This fee schedule applies to accounts implemented through Betterment Institutional.
935 Main Street, Manchester, CT, 06040
Get directionsEdward provides investment advisory services through Excel Wealth Management, LLC, dedicating nearly full-time hours to this activity. He also manages real estate rentals through BarLuc Holdings, LLC and is a business owner at Black Bear Ventures, LLC, and a third party administrator at 401k Cube, LLC.