Better Things Financial Partners LLC (BTFP) offers financial planning and investment management services to individuals. BTFP provides investment advice, but clients make the final investment decisions. BTFP evaluates each client's situation and provides ongoing reviews. Other professionals, like lawyers and accountants, are engaged directly by the client.
Assets Under Management$10M
Clients71
Advisors1
Avg. per Client$140K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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