EH Wealth Advisors offers investment management and financial planning services. Financial planning includes cash flow analysis, retirement planning, education funding, insurance analysis, tax-efficient investment planning, investment analysis, and estate planning. Investment management involves creating a customized portfolio based on the client's investment objectives, using mutual funds, ETFs, CDs, and individual stocks or bonds. EH Wealth Advisors may also recommend third-party money managers.
Assets Under Management$12M
Clients100
Advisors1
Avg. per Client$120K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1M+ | 1.15% |
Fees are negotiable for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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