Better Money Decisions provides comprehensive financial planning and investment management services. Its Financial Wellness for Life service includes retirement calculations, college savings strategies, estate document checklists, insurance reviews, debt management, investment allocation reviews, cash flow strategies, tax return reviews, investment recommendations, professional investment management, tax planning, estate planning, financial caretaking/family meetings, charitable giving coordination, annual plan reviews, continual advisor access, educational webinars and client events. They also offer a standalone financial planning service called Financial Planning Snapshot.
Assets Under Management$330M
Clients322
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
www.linkedin.com/company/better-money-decisions ·betterfinancialdecisions.com ·www.bettermoneydecisions.com
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 1.25% |
| $499K - $999K | 1.00% |
| $999K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10MM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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