EZ Financial Group offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm builds passive, diversified portfolios primarily using index mutual funds and exchange-traded funds, relying on modern portfolio theory and fundamental analysis. In addition to managing portfolios, EZ Financial Group provides comprehensive financial planning covering cash flow, retirement, real estate, insurance, taxes, estate planning, and education funding. The firm typically requires a minimum investment of $100,000 across managed accounts, with a $50,000 minimum in any single managed account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K+ | 0.80% |
Fees may be negotiable. Lower negotiated minimums may be subject to higher fee rates.