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Investment Management
Seguimos una estrategia de Ãndice pasivo, tarifa baja, compra y retención basada en sus objetivos. En nuestra reunión, educaremos, revisaremos su cartera e incorporaremos su(s) cuenta(s) según corresponda. SÃ, es asà de sencillo.
Pomegranate Financial utiliza Betterment Platform para administrar inversiones, uno de los Robo-Advisors mejor calificados.
Hay muchas estrategias que utilizamos para ayudarlo a mejorar su vida e inversiones financieras, como la inversión automatizada,reequilibrio, SEP IRA para dueños de negocios autónomos, conversiones Roth, estrategias RMD, etc. A través de nuestra Planificación financiera, nos sumergimos para descubrir qué estrategias son las mejores para usted.
Our Investment Philosophy is Simple
Investment Management Fees
AnualTarifa financiera de granada
0.10%**
Betterment Annual Fee
0.15%
Your Total Annual Fee
0.25%**
The annual advisory fee is tiered, prorated and paid at the end of each quarter. Betterment will debit your account for both Betterment's annual fee and PF's annual fee, and will remit PF's annual fee to PF. The upfront on-boarding fee is paid at the end of the Investment Management meeting.
*The Upfront Investment Meeting Fee can be waived if you sign up for any financial planning contract or the Pomegranate Financial Membership.
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**This fee has a cap of $1,000 which means a household balance over $1MM still only pays a max of $1,000/Year.
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