S.F. Ehrlich Associates is a registered investment advisor based in Cranford, New Jersey, offering discretionary investment management and financial planning services. The firm primarily serves individuals, high-net-worth clients, and their trusts and estates. When managing portfolios, S.F. Ehrlich Associates uses a strategic asset allocation approach that combines passively managed mutual funds and exchange-traded funds as core investments with actively managed funds where appropriate. Clients can also request standalone financial planning and consulting services for a separate fee. The firm tailors its services to each client's specific goals, risk tolerance, and liquidity needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on factors such as portfolio composition, scope of services, and related accounts. Cash and cash equivalents are included in the asset value for fee calculations.
