Enterprise Wealth Partners provides investment management and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning services include creating a written plan to help clients manage their income, assets, and liabilities to meet their financial goals. They also offer pension consulting services to employee benefit plans. Enterprise may recommend third-party investment advisors to clients.
Fee Structure
Enterprise Wealth Partners charges a percentage of your portfolio each year for investment management services. This fee is typically billed quarterly, in advance, and is negotiable, ranging from 0.75% to 2.00% annually. The minimum annual fee per account (or household) is $2,000, but this may be lowered or waived at Enterprise's discretion.