Ensemble Financial offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, ETFs, and other securities. Ensemble Financial also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under ManagementN/A
Clients11
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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. Ensemble Financial also directs clients to third-party money managers, Academy Capital Management, and receives a portion of the fees charged by those managers. The total fee you pay will be up to 2% of your assets, with Ensemble Financial receiving up to 1.50% and the third-party manager receiving up to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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