Erben Associates, LLC is a registered investment advisory firm based in Austin, Texas, offering comprehensive financial planning, pension consulting for retirement plans, and a Manager of Managers Program where client portfolios are managed by selected independent investment advisers. The firm designs personalized financial plans covering tax and cash flow strategies, asset allocation, risk management, and retirement planning. Erben Associates also offers Sali Fund Services to establish tax-compliant Investment Diversification Funds integrated with private placement variable annuities and life insurance platforms. The firm tailors all services to individual client objectives and permits clients to impose investment restrictions. Erben Associates works with individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Erben Associates' share of the total fee charged by the third-party adviser typically ranges from 0.50% to 1.00% of assets under management. Total fees vary by program and selected third-party adviser.