eBIS is a financial consulting and investment management firm. It offers risk management consulting and manages investment portfolios for individuals, corporate pension plans, and other institutions. eBIS aims to build diversified, tax-efficient portfolios focused on retirement planning. The firm is legally required to act in your best interest and does not accept commissions.
Assets Under Management$8.5M
Clients3
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Rate schedules are negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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