Ernest J. Brousseau offers financial planning and investment consultation services, including advice on income and expense planning, tax planning, insurance, estate, retirement, and education planning. He also provides investment management services, implementing investment strategies using passive investment vehicles like index mutual funds and ETFs. Clients retain full control over all investment decisions.
Assets Under Management$23M
Clients78
AdvisorsN/A
Avg. per Client$290K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable. Accounts may be aggregated for fee discounting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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