EHMLI Investment Advisors offers financial planning and investment management services. As a fee-only firm, EHMLI Investment Advisors doesn't sell financial products or accept commissions. EHMLI Investment Advisors works with clients to identify financial goals, manage investments, plan for retirement, and develop tax strategies. Many clients are also tax clients of EHMLI Tax and Financial Planning, an affiliated CPA firm.
Assets Under Management$28M
Clients84
Advisors1
Avg. per Client$330K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
EHMLI Investment Advisors charges a percentage of your investments annually, with a minimum annual fee. Smaller accounts are charged a minimum annual maintenance fee and by transactions. The fees are:
- $1-$100,000: 1.0% (minimum annual fee $150)
- $100,001-$300,000: 0.75% (minimum annual fee $500)
- $300,001-$1,000,000: 0.5% (minimum annual fee $1,000)
- $1,000,001-$2,500,000: 0.4% (minimum annual fee $2,500)
- $2,500,001-$5,000,000: 0.3% (minimum annual fee $4,000)
- Over $5,000,000: Negotiable (minimum annual fee $5,000)
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