Elaine Rich is a CFP-designated registered investment advisor at Enrich Financial Partners LLC, based in Madison, WI, with 22 years of industry experience. Elaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 419 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees are subject to negotiation.
Fee Estimator
Location
6502 Grand Teton Plaza, Suite 201, Madison, WI, 53719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Enrich Financial Partners LLC
State Registrations2 states
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