Assets Under Management
$1.9B
Number of Clients
1,326
Number of Advisors
26
Average Client AUM
$1.4M
AUM per Advisor
$73.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Earned Wealth Advisors offers financial planning and wealth management services, including investment consulting, asset protection, retirement planning, and more. They allocate client assets among independent investment managers and also recommend mutual funds, ETFs, and individual securities. They focus on doctors, dentists, and their employees.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. Fees may be negotiable.
165 Lennon Lane, Suite 200, Walnut Creek, CA, 94598