E2i Financial Group offers hourly financial planning and investment consultation. Planning covers cash flow, education, retirement, risk management, estate, and tax planning. For investment management, E2i uses third-party registered investment advisors in separately managed accounts. Clients can specify their preferred mix of managers. E2i does not provide legal or accounting services.
Assets Under Management$27M
Clients84
Advisors1
Avg. per Client$330K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees may be discounted at the firm's discretion but are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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