EAN Equity Financial Services offers personalized financial planning and investment management services. They work with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include investment supervision, consultations, and advice on financial planning and taxation issues. The firm also provides hourly planning, advisory, and consulting services for clients who need advice on a limited scope of work.
Assets Under Management$140M
Clients64
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual Investment Advisory Services Agreement fee is negotiable, depending upon the size and complexity of a client’s account(s).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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