Ensemble Financial offers ongoing portfolio management, financial planning, and selection of third-party money managers. The firm builds customized portfolios based on each client's individual goals, risk tolerance, and time horizon through a personal Investment Policy Statement. Ensemble Financial also provides financial planning covering investment strategy, life insurance, tax concerns, retirement, college funding, and debt management. Franck Paul Cushner serves as the principal owner and manager. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations.
Assets Under ManagementN/A
Clients3
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.80% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $750K | 2.05% |
| $750K - $1000K | 1.80% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.30% |
Fees are negotiable. Minimum account size is $50,000, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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