| 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.
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Learn about disclosures →Joseph is the President of Drive Capital Management LLC, where he assists small businesses with ERTC and RMD tax credits. This referral activity and assistance takes a few hours per week.