EnRich Financial Partners provides financial planning and investment advice to individuals, families, and businesses. EnRich offers services like investment consulting, retirement planning, education funding analysis, and insurance needs analysis. EnRich also offers financial coaching to help clients make informed financial decisions. For investment management, EnRich manages client accounts consisting of mutual funds and exchange-traded funds.
Assets Under Management$480M
Clients419
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$120M
www.facebook.com/enrichfinancialpartners ·linkedin.com/company/enrich-financial-partners-llc ·www.enrichpartners.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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