Beta Wealth Group offers investment advisory services, including comprehensive portfolio management and financial planning, to individuals and other clients. Beta Wealth Group also provides retirement plan consulting to employer plan sponsors. For individuals, financial planning covers investment, retirement, estate, charitable, education, and tax planning. Beta Wealth Group may use independent money managers and may grant them discretionary authority over client accounts.
Assets Under Management$430M
Clients424
Advisors3
Avg. per Client$1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Fees negotiable for accounts over $12,000,000. Client specific account(s) utilizing puts and covered calls to generate additional yield will be subject to a 1.85% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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