El Camino Real Financial Advisors (ECRFA) provides investment management services, including portfolio management, retirement planning, and insurance (life and annuities). ECRFA also offers financial planning services such as financial reviews, estate planning, budgeting, retirement capital needs analysis, education funding, and investment analysis. ECRFA acts as a strategic advisor, coordinating and developing investment plans for clients.
Assets Under Management$750K
Clients18
Advisors1
Avg. per Client$41K
Avg. per Advisor$750K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The ECRFA fee (our Management Fee) will not exceed .80% annually. For accounts managed by Third-Party Asset Managers (TPAM), the maximum TPAM fee will not exceed 2.31%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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