Talking money is scary.But, InvestEd's here to help.
Talking money is scary.But, InvestEd's here to help.
Our team
InvestEd has over 75 years of collective financial investment and advisor experience, with roots in sound money management for high-net worth clients. We’re Maryland Registered Investment Advisors who come from all over the world, and are dedicated to changing the face of financial advising. We believe in the fiduciary standard of putting client's interests first and avoiding potential conflicts-of-interest. In addition, InvestEd relies on old-school wisdom combined with new-school technology, and the free flow of financial information, to help all people reach their long-term goals.
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How we do it
All accounts are safely enrolled in your name.
We count on your positive experience to spread the word.
The InvestEd relationship with Betterment
InvestEd has an exclusive partnership with Betterment that combines sound financial advice with flexible custodial services. Betterment is one of the world’s leading online financial management websites, with more than $2.3B in assets and more than 95,000 customers. They provide a secure, trusted site to manage your money, plus mobile apps for iOS and Android.The Numbers
For InvestEd and Betterment services, there is a .95% annual fee. Once your Betterment account is active and funded, no action is required on your end–your fees will automatically be deducted every year. In addition, when you use betterment.com, your money is invested in a fully diversified index-fund portfolio, which carries 12 exchange-traded funds. These ETFs are some of the lowest cost funds in the industry, with an annual fee between .09% and .17% each, depending on your allocation.Our Office
visit
345 North Charles Street
Baltimore, Maryland 21201 hours Monday - Friday
9:00am to 5:00pm contact
Baltimore, Maryland 21201 hours Monday - Friday
9:00am to 5:00pm contact
(410) 469-9532
info@mdinvested.com