Why use BeManaged?
Personalized Investment Advice for Your Retirement Accounts
Portfolio Management & Personal Financial Advice
Professional Portfolio Management
Delegate the day-to-day responsibility of managing your retirement account(s). BeManaged will make proactive adjustments to your portfolio based on market conditions and your desired level of risk. This means you will be able to rest easy knowing that a professional is making changes that are meant to help you get to, and through, retirement.
Personal Finance Solutions
Contact your advisor to help make the best financial decisions for you and your loved ones. Our experienced advisors can guide you through life's everyday financial situations to find harmony in subjects such as budgeting, debt management, college savings and more!
3 Step Retirement Success Consultation
BeManaged features that provide Peace of Mind
Capped Fee Structure
Your company has negotiated a fee structure that is unique in the financial services industry. Once you hit the capped fee, your account will benefit from a shrinking fee schedule over time.
No Conflicts of Interest
Being fee-only allows us to be 100% unbiased and conflict-free. We do not sell anything but advice. No investment or insurance products. No commissions.
Direct Access to Your Portfolio Manager
Your portfolio manager is the person who makes changes to your retirement account. In addition, it is easy for you as an investor to reach out and deal with your personal portfolio manager by phone or email.
BeManaged provides access for all of your retirement accounts under a single fee structure. If you have outside accounts that need managing just let us know and we will help you manage those accounts as well.