The Enterprise Investment Company offers portfolio management, financial planning, and retirement plan consulting. The firm manages dynamic portfolio strategies directly or refers clients to independent investment managers and private investment funds. Services are tailored to each client's age, financial situation, risk tolerance, and investment goals. In addition to personal wealth management, the firm advises companies on employee benefit and pension plans. The firm is affiliated with a registered broker-dealer and an insurance agency, which provides additional avenues for clients to purchase securities and insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under certain circumstances at the firm's discretion. Custodian and execution fees are charged separately.