E|Financial Alliance offers financial planning and investment management services. They work with clients to create personalized portfolios based on their goals, risk tolerance, and time frame. Their investment approach emphasizes risk control and uses various securities, including bonds, ETFs, and mutual funds. They also offer financial planning services covering areas like retirement, estate, and tax planning.
Assets Under Management$230M
Clients104
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The management fee is tiered. The fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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