Enloe Financial Advisory provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment selection. The firm generally limits its advice to mutual funds, equities, bonds, ETFs, hedge funds, REITs, and government securities, but may use other securities for diversification.
Assets Under Management$40M
Clients27
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.65% |
| $1M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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