Earned Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals and families, with a particular focus on physicians, dentists, and their practices. The firm offers a wide range of services, including wealth management, retirement planning, tax planning, estate planning, and risk management. Earned Wealth Advisors allocates client assets among independent investment managers, mutual funds, exchange-traded funds, and alternative investments. The firm works to develop a personalized investment strategy based on each client's financial objectives, risk profile, and time horizon. Clients receive continuous portfolio monitoring and regular reviews, with discretionary authority to make investment decisions on behalf of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Subject to a minimum annual fee of $2,400. Fees are negotiable based on anticipated future assets, account composition, and other factors.