EE&A Investment Management is a private money management firm that helps clients reach their financial goals through a value-oriented, low-turnover investment strategy. EE&A builds custom portfolios based on each client's financial goals and risk tolerance. EE&A has the authority to make investment decisions in client accounts, but cannot withdraw funds except for management fees. EE&A does not execute trades or receive commissions.
Assets Under Management$23M
Clients19
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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