Eureka Wealth Solutions (EWS) offers personalized investment management and financial planning services. EWS specializes in thematic and impact investing, creating portfolios based on individual beliefs and values. Services include discretionary and non-discretionary portfolio management, financial planning, and consulting. EWS uses various securities, including alternative investments. Financial planning is included in investment management services, except for lower-tiered plans where it can be added at the client's discretion.
Assets Under Management$23M
Clients20
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Eureka Wealth Solutions offers several service plans with varying fees based on the amount you invest and the level of service you choose:
- Starter Plan: Automated asset allocation with thematic/impact investing options. Fees range from $100 (for portfolios under $30,000) to 0.35% annually (for portfolios between $30,000 and $99,999) to 0.30% annually (for portfolios over $100,000).
- Plus Plan: Includes Starter Plan services, custom performance reports, and semi-annual reviews with an advisor. Fees range from $300 (for portfolios under $30,000) to 1.10% annually (for portfolios between $30,000 and $99,999) to 1.00% annually (for portfolios over $100,000).
- Power Plan: Includes Plus Plan services, unlimited advisor access, and financial planning. Fees are $1,250 (for portfolios under $100,000) or 1.25% annually (for portfolios between $100,000 and $499,999) or 1.15% annually (for portfolios between $500,000 and $999,999) or 1.00% annually (for portfolios over $1,000,000).
- Super Plan: Includes Power Plan services and unlimited tax planning. Fees are $12,500 (for portfolios under $1,000,000) or 1.00% annually (for portfolios over $1,000,000).
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