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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are not negotiable.