Ellenbecker Investment Group
Assets Under Management
$1.7B
Number of Clients
2,152
Number of Advisors
17
Avg. Portfolio per Client
$804K
Avg. Managed per Advisor
$101.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Ellenbecker Investment Group (EIG) provides financial planning and investment management services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. EIG's advisors work with clients to understand their financial objectives and recommend suitable advisory services. EIG can advise on a wide variety of securities and may recommend third-party managers to manage client accounts.
Fee Structure
EIG charges a percentage of the total value of your investments each month. The exact percentage is negotiable and subject to a $2,400 minimum annual fee. EIG may group related accounts together to calculate a single fee based on the total amount invested. If you use third-party managers for specific investments like large-cap dividend stocks, small-cap growth stocks, or fixed income, you'll pay an additional fee to those managers on top of EIG's fee.
Areas of Practice
Location
N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188