EB Financial Planning offers investment management and financial planning services to individuals, companies, non-profit organizations, trusts, and institutions. EBFP uses technical and fundamental analysis in managing client investments. The firm also offers ESOP consulting and company sponsored retirement plan consulting. EBFP strives to make its services affordable and accessible to all.
Assets Under Management$6.2M
Clients22
Advisors1
Avg. per Client$280K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.5M | 0.75% |
| $5.5M - $10.5M | 0.50% |
| $10.5M+ | 0.35% |
ESOP Collars are billed at a flat annualized rate of 2% per year, billed initially. The fee schedule and fee may be adjusted to reflect individualized services offered to a client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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