EE Fund Management provides investment management services for individuals. The firm discusses risk tolerance and life situations with clients to determine appropriate asset allocation and investment selection. Clients may impose restrictions on the types of investments made. The firm also manages a sector-focused investment partnership, but it is currently closed to new investors.
Assets Under Management$2.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees can be negotiated based on the size or prospect of the business relationship or dissatisfaction with service or performance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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