What would working together cost?
Pick a service and enter roughly how much you'd have us manage. You'll see an estimate of your yearly fees, including what goes to Teacher Wealth, Betterment, and the funds themselves.
$
Include accounts you'd move to Teacher Wealth:
- Traditional IRAs
- Roth IRAs
- 401(k) rollovers
- 403(b) rollovers
- Brokerage accounts
NOTE: Current 401(k)s and current 403(b)s cannot be moved to Teacher Wealth.
Hourly rates are reduced for households earning less than $100,000.
Extra planning hours per year
One session a year is included. Extra hours are $250 each.
This calculator gives estimates for illustration only and is not an offer or a contract. Actual fees depend on your account values throughout the year and on the investments you hold; fund expenses are an estimate of 0.10%. The Teacher Wealth asset-based fee is 1.25% on the first $250,000 and 1.00% on amounts above that. If that fee is below your service's annual minimum, the difference is billed separately over 12 months. See our Form ADV for full details. Teacher Wealth, LLC is a registered investment adviser offering advisory services in the State of Iowa.
