EEE Financial offers investment advisory services to individuals and families, primarily through discretionary portfolio management. EEE Financial creates custom investment strategies based on each client's financial situation, age, risk tolerance, and financial goals. The firm also provides accounting services, including tax preparation and bookkeeping, to individuals and small businesses.
Assets Under Management$210K
Clients7
Advisors1
Avg. per Client$30K
Avg. per Advisor$210K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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