Engels Investment Advisors, LLC (EIA) offers long-term investment management based on your goals and financial situation. EIA advises on how to allocate your assets and which industries to focus on, after agreeing on a plan with you. EIA also suggests specific investments to buy or sell. While EIA offers advice, you ultimately decide what actions to take. EIA's investment strategy includes publicly traded stocks, government, municipal and corporate bonds, bank CDs, and mutual funds. EIA does not advise on real estate or use options.
Assets Under Management$31M
Clients17
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.0% is for an all-equity portfolio. 0.60% for an all-fixed income portfolio. 0.85% for a balanced or mixed portfolio. Fees are negotiable on accounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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