Ernst & Co. Wealth Management offers investment advice and asset management to individuals, families, trusts, and businesses. They create tailored portfolios using stocks, bonds, ETFs, and other investments. They also offer financial planning and consulting services covering retirement, estate, education, and business planning. For high-net-worth families, they provide family office services including investment policy development, portfolio management, and wealth transfer planning.
Assets Under Management$7.5M
Clients12
Advisors1
Avg. per Client$630K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.30% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.10% |
Fees are negotiable. The Comprehensive Portfolio Management service includes financial planning or consulting services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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