Eureka Financial Planners provides investment management and financial planning services. For investment management, Eureka Financial Planners suggests investments, but clients must approve all trades. The firm also offers financial planning covering wills, estate planning, investments, taxes, and insurance. The firm's managing member also offers insurance products and services as a sole proprietor.
Assets Under Management$52M
Clients98
Advisors1
Avg. per Client$530K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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