Commas offers financial planning services covering cash flow, debt management, education funding, retirement planning, social security, risk management, and estate or tax planning. Commas also provides investment management through a third-party firm, utilizing a low-cost, passive investment strategy with exchange-traded funds (ETFs). Commas does not provide legal or accounting services but may work with other professionals like estate planning attorneys.
Assets Under Management$5.4B
Clients1,848
Advisors37
Avg. per Client$2.9M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients are also assessed a monthly fee of $85. The 1.00% fee is split between Commas and Betterment, depending on how the account is opened. If Commas uses other custodians like Fidelity or Schwab, Commas retains the full 1.00% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 Advisors at this firm
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