Questions we're glad to answer.
Common questions about independence, fees, minimums, and the way the firm works. If we haven't covered yours, please ask.
Beta Wealth Group is privately owned, does not sell proprietary products for commission, and does not receive third-party revenue sharing on client investments. Our compensation comes directly from clients we advise.
Yes. As an SEC-registered investment adviser, Beta Wealth Group is held to a fiduciary standard on advisory engagements. Registration does not imply a particular level of skill or training.
Client minimums vary by service level. The firm has previously communicated minimums in the $400,000 to $1 million range for full-service engagements; final minimums are confirmed on a case-by-case basis. Please contact us to discuss.
Fees are transparent, quoted in writing, and typically based on assets under management. Planning and coordination fees may apply for complex engagements. Full details are provided before any engagement begins.
It is a separate legal entity under common ownership. Clients of the investment adviser are not required to use the affiliated tax firm and may obtain similar services from any qualified provider they choose.
No. Standard advisory relationships have no such requirement. Certain private-market opportunities are made available only to investors who meet applicable eligibility thresholds (accredited investor, qualified purchaser).
Formal reviews are structured to the engagement. Advisors are available year-round for the decisions and events that inevitably fall between review cycles.
The firm is headquartered in San Diego with a Park City presence. We serve clients nationwide, with virtual capability appropriate to the modern practice.