EGI Financial provides investment advisory services, primarily money management, to individuals, high-net worth individuals, businesses, retirement plans, trusts, estates, and charitable organizations. Investment programs are tailored to each client's needs, using publicly traded securities. EGI also offers retirement plan services, advising plan sponsors on investment alternatives for participants. EGI Financial also provides advisory services to clients of American Heritage Securities through the Private Investment Management (PIM) platform.
Assets Under Management$350M
Clients292
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.0M | 0.95% |
| $3M+ | 0.80% |
Money Management fees are negotiable dependent upon investment strategy and requirements, potential future asset additions and other relationship issues.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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