Investment Management
Our Investment Philosophy is Simple:
We follow a Passive Index, Low Fee, Buy & Hold strategy based on your goals. In our 120 minute meeting we will Educate, Review your Portfolio, and Onboard your Account(s) as applicable. Yep - it's that straightforward.
Pomegranate Financial uses the Betterment Platform to manage investments - one of the highest rated Robo-Advisors.
Of course, there are many Strategies we use to help you enhance your Financial Life & Investments such as automated investing, re-balancing, SEP IRAs for self-employed business owners, Roth conversions, RMD strategies, etc. Through our Financial Planning contract we get into the nitty-gritty to figure out what strategies are best for you.
Investment Management Fees
$0 - $15,000
$15,000 - $100,000
$100,000 - $500,000
$150
$0
$150
$300
0.15%
What is your
account value?
Upfront Investment
Meeting Fee
Annual Pomegranate Financial Fee
Betterment
Annual Fee
The annual advisory fee is tiered, prorated and paid at the end of each quarter. Fees vary for amounts above $500,000. 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.