Employee & Institution Securities Research Corporation (EISRC) offers investment advisory services, creating custom portfolios based on client objectives. EISRC allocates assets among various investment classes to reduce risk and increase performance, using instruments like ETFs, mutual funds, stocks, and bonds. EISRC offers both Index Fund Portfolios and Active Strategy Portfolios. EISRC monitors portfolios daily and reviews them at least every 30 business days.
Assets Under Management$4.6M
Clients12
Advisors1
Avg. per Client$380K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.40% |
Fee schedule is for Index Fund Portfolios. Active Strategy Portfolios have a different fee schedule: 1.0% for accounts up to $5 million and 0.90% for accounts $5 million and up. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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