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Investment Management

Pomegranate Financial follows a Passive Index, Low Fee, Buy & Hold strategy based on your goals. In our meeting PF will Educate, Review your Portfolio, and Onboard your Account(s) as applicable.
Pomegranate Financial uses the Betterment Platform to manage investments - one of the highest rated Robo-Advisors. The Betterment Platform combined with expertise at Pomegranate Financial helps you incorporate strategies that enhance your financial life and investments. These include automated investing, re-balancing, SEP IRAs, Roth Conversions, automated RMDs, asset location, and more.
Investment management is different than our Investment Analysis. Investment analysis is included in a Planning or Membership Agreement where your investments (wherever they are) are analyzed with recommendations on any adjustments to be made.
Pomegranate Financial does not require you to rollover your investments. Instead, investment selection, strategies, fees, and benefits are reviewed to analyze the best place for your investments.
Our Investment Philosophy is Simple
Investment Management Fees
Annual Pomegranate Financial Fee
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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