Excomp Asset Management (EAM) offers investment advice to individuals, high net worth individuals, pension and profit-sharing plans, trust estates, charitable organizations, and corporations. EAM manages accounts on a discretionary basis, primarily investing in mutual funds and, in some cases, exchange traded funds (ETFs). EAM does not provide opinions on client-directed security buys or sells, but will execute them as a convenience.
Assets Under Management$130M
Clients153
Advisors2
Avg. per Client$870K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are calculated quarterly. A $50 administrative fee is charged each quarter. Administrative fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...