Ebersole Financial offers financial planning and investment management services. Financial planning covers cash flow, debt management, risk management, employee benefits, retirement, tax strategies, college funding, and estate planning. Investment management includes determining risk tolerance, investment strategy, asset allocation, and regular monitoring. Ebersole Financial may work with other professionals like estate planning attorneys.
Assets Under Management$53M
Clients46
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$200K
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 - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees for portfolio monitoring services are charged on a percentage of assets basis at a flat rate of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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