Engleson & Associates offers investment management services where they manage client funds based on individual needs and goals. They also offer consulting services, providing advice on topics like estate planning and retirement planning. Investment recommendations are not limited to specific products and can include a variety of securities. Management personnel are also licensed as registered representatives of a broker-dealer and/or licensed as insurance agents or brokers, which presents a conflict of interest.
Fee Structure
Engleson & Associates' annual fees for investment management are based on a percentage of the value of your portfolio and generally range from 0.75% to 3%. The specific fee schedule is identified in the contract between Engleson & Associates and each client. Discounts may be offered to family members and friends of associated persons of Engleson & Associates.