Beta Wealth Group, INC
Assets Under Management
$429.0M
Number of Clients
424
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$143.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beta Wealth Group offers comprehensive portfolio management with financial planning, financial consulting, and retirement plan consulting. They also provide institutional advisory services through Beta Asset Management. They tailor advice to individual client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
For portfolio management, a minimum of $250,000 in assets is required. Fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning and consulting are charged hourly (up to $450/hour) or flat fees ($1,500 to $10,000). Retirement plan consulting is billed hourly (up to $450/hour), flat fees ($750 to $10,000), or a percentage of plan assets (up to 0.50%). Fees are negotiable for accounts over $12,000,000.
Areas of Practice
Location
11421 W. Bernardo Court, San Diego, CA, 92127