Earnings Investment Company, owned by Thomas Marsella, offers investment advice tailored to clients, focusing on sector management. They operate on a non-discretionary basis, meaning clients approve each investment. The firm considers client risk profiles and financial status, emphasizing principal conservation, income potential, and liquidity. For larger accounts (over $1 million), they may recommend investments managed by other advisory firms. They also recommend index and immediate annuities with highly rated insurance companies and no-load mutual funds.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.20% |
| $2M+ | 1.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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