Jonathan Wittig

Betterment

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning

Betterment

Compensation

Fee-Only (AUM)

Firm Size

26 advisors

Number of Clients

923,777 clients

Average Client Portfolio

$61K average

Assets Under Management

$56.4B

Fee Structure

Minimum Investment:$10

Financial Planning:Included in AUM fee

Location

450 West 33rd Street, Floor 11, New York, NY, 10001

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Betterment

June 2018 - Present · 7 yrs 8 mos

Previous Registrations

Charles Schwab & CO., INC.

July 2016 - April 2017 · 9 mos

Charles Schwab & CO., INC.Broker

June 2016 - April 2017 · 10 mos

State Registrations2 states

NYTX

Advisor

Exams

No exam information available for this advisor.