East Guilford Financial Services (EGFS) offers asset management based on individual client needs, developing a personal investment policy through discussions about goals, risk tolerance, and time horizons. EGFS manages accounts on a discretionary or non-discretionary basis, reviewing and rebalancing portfolios regularly. EGFS also provides financial planning consultation services on specific topics like estate or retirement planning. EGFS does not offer wrap fee programs.
Assets Under Management$190M
Clients301
Advisors1
Avg. per Client$640K
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be negotiable. For accounts over $50,000 and up to $100,000, the fee is $500 per year. For accounts over $1,000,000 and up to $2,000,000, the fee is $5,000 per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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