Eubel Brady & Suttman Asset Management (EBS) offers investment advice and manages portfolios for individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and businesses. EBS determines your goals, risk tolerance, and time horizon through discussions. EBS may also offer financial planning services to assist in areas such as retirement planning, estate planning, educational planning, and cash flow planning. No fees are charged for these services.
Fee Structure
Eubel Brady & Suttman Asset Management's (EBS) fees for managing your investments are based on a percentage of the value of your portfolio. The specific rate depends on the type of portfolio (balanced or equity). These fees are negotiable.
Balanced Portfolios:
- First $1,000,000: 1.00% per year
- Next $1,500,000: 0.80% per year
- Above $2,500,000: 0.70% per year
Equity (All-Cap, Large, and Mid-Large) Portfolios:
- First $2,500,000: 1.00% per year
- Next $2,500,000: 0.80% per year
- Above $5,000,000: 0.70% per year
Mutual Fund Portfolios:
- Flat 0.50% to 0.70% per year