Ebert Capital Management (ECM) provides investment management on a discretionary basis and financial planning on a non-discretionary basis. ECM manages portfolios based on individual client goals, time horizon, and risk tolerance, using growth investing strategies for equity portfolios and focusing on capital preservation and income for conservative portfolios. ECM also provides advisory services for retirement plans.
Assets Under Management$120M
Clients187
Advisors1
Avg. per Client$620K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
For Schwab accounts being used as savings accounts with only CDs or other fixed income investments such as treasury bonds, ECM charges a management fee of 0.10% per year. Investment management fees are negotiable and discounts, not generally available to our advisory clients, may be offered to family members and friends.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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