Betterman Digital Wealth (BDW) offers investment advice and financial services to individuals, high net worth individuals, and retirement plans. BDW provides investment management services, potentially using outside money managers or sub-advisors like Unison Advisors LLC or Betterment LLC. BDW also offers financial assessments to clients and prospective clients. BDW uses model portfolios as a guide that supports their philosophy of being long term investors. BDW may manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$86M
Clients35
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.55% |
Fees negotiable for accounts over $10,000,000. If Betterment is used as a sub-advisor, Betterment charges an additional 0.12% asset-based wrap fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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