Earn Into Wealth Strategies provides financial planning advice, planning consultations, and investment strategy recommendations. The firm creates financial plans tailored to clients' goals, needs, and objectives, covering areas like cash flow, retirement, college savings, and estate planning. Earn Into Wealth Strategies recommends third-party investment management platforms to manage client assets, monitoring the strategies to ensure alignment with client objectives.
Assets Under Management$35M
Clients49
Advisors1
Avg. per Client$700K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees are in addition to the fees charged by the third-party investment management platform. The aggregate advisory fee (advisory fees of our firm and the third-party investment management platform) will not be greater than 2.00% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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