Ehb Financial Resources Managemnt, INC.

Fee-Only (% of Portfolio)

EHB Financial Resources Management offers investment management and accounting services, including tax preparation, pension and trust accounting, bookkeeping, and management consulting. EHB Financial Resources Management builds personalized asset allocation plans using mutual funds, exchange-traded funds, individual stocks, and bonds, relying on Modern Portfolio Theory. EHB Financial Resources Management requires client approval for all trades and does not have the authority to make trades without asking first. EHB Financial Resources Management also provides a broad-based financial plan at no extra charge before developing an investment strategy.

Assets Under Management$160M
Clients90
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$160M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm