E & G Advisors provides investment advice and manages investment portfolios for individuals, families, trusts, estates, corporations, and charitable organizations. E & G works with clients to understand their financial goals, risk tolerance, and other assets. E & G manages accounts on a discretionary basis, selecting investments for clients. E & G also provides advice to plan sponsors for 401k and other qualified retirement plans.
Assets Under Management$710M
Clients370
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees range from 0.30% to 1.50% annually. All advisory fees are negotiable. Fees for employee-related accounts may be less, depending on portfolio size, length of employment and relationship to the employee. E & G may enter into fixed fee arrangements with certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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