Energy Income Partners

Fee-Only (% of Portfolio)

Energy Income Partners (EIP) manages investments for high net-worth individuals, institutions, registered investment companies, and private funds. EIP also sub-advises exchange-traded funds and provides model portfolios to Unified Managed Accounts. EIP focuses on the energy industry, including natural gas, oil, and renewable energy. EIP's investment approach involves owning low-cost energy transportation and regulated monopolies.

Assets Under Management$5.4B
Clients121
Advisors1
Avg. per Client$44M
Avg. per Advisor$5.4B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

EIP manages investments for separately managed accounts (SMAs) and provides model portfolios for Unified Managed Accounts (UMAs). EIP generally receives between 0.75% and 1.00% per year for managing SMAs, and between 0.40% and 0.75% per year for providing its model portfolio to UMA platforms. These fees are based on the value of your investments. Management fees and performance-based fees are negotiable.

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Location

1 Advisors at this firm

Energy Income Partners | TrueAdvisor