Eggert Financial Management (EFM) provides financial planning and investment management services to individuals, high-net-worth individuals, and businesses. EFM creates financial plans covering personal finances, taxes, retirement, and investments. For investment management, EFM develops personalized strategies based on your goals and risk tolerance. EFM offers both discretionary and non-discretionary management. EFM also offers a subscription based 401k service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.35% |
| $1.5M - $2.0M | 1.15% |
| $2M+ | 1.00% |
These fees are for discretionary portfolios. For non-discretionary portfolios: - First $500,000: 0.75% - Next $500,000: 0.60% - Over $1,000,000: 0.40% Premier Portfolio fees are also available for household accounts with a total value of $1.25 million or more: - $2,500,001 to $3,500,000: 1.25% - $3,500,001 to $5,000,000: 1.00% - Over $5,000,000: 0.75%