EZ Financial Group Inc. offers ongoing financial planning and investment management services. They create customized investment strategies based on individual client needs, considering factors like investment goals, risk tolerance, and financial situation. Financial planning covers areas like cash flow, retirement, insurance, tax, and estate planning. EZ Financial Group typically requires a minimum of $100,000 to manage or $50,000 in a single managed account, but may waive or change these minimums.
Assets Under Management$7.7M
Clients54
Advisors1
Avg. per Client$140K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K+ | 0.80% |
The annual Asset Management fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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