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Here's How it Works
You define your goals and get matched with a strategic, research-driven investment allocation customized by our investment team.
Our Core Model Portfolios
Automated Efficiency
Investor behavior is one of the biggest roadblocks to investment success. We utilize Betterment to automate trading, rebalancing, and tax-coordination so that you have a system in place that works for you.
Access to Professional Guidance
Ongoing communication with financial planning professionals at Centered Financial.
No Minimums
Invest in Your Future Now
Your path to better investing
Invested Assets | Betterment Fee | Firm Fee | Total | Service |
|---|---|---|---|---|
$0 - $5,000 | 0.25% | No Fee | 0.25% | Financial planning sessions at your request. (Flat fee per session) |
$5,000 - $250,000 | 0.25% | 0.75% | 1.0% | Annual investment reviews. Financial planning sessions at your request. (Flat fee per session) |
$250,001 - $500,000 | 0.25% | 0.65% | 0.90% | Annual investment reviews/complimentary comprehensive financial planning. |
$500,001 + | 0.25% | 0.50% | 0.75% | Custom service schedule/Complimentary comprehensive financial planning. |
Still have questions?
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