Educated Wealth & Financial, LLC (EWF) offers financial planning, investment management, and consulting services to individuals, high-net-worth individuals, trusts, estates, and small businesses. EWF helps clients define financial goals and develop strategies to achieve them, including cash flow management, tax planning, investment management, retirement planning, and estate planning. EWF is legally required to act in your best interest and is compensated solely by client fees, not commissions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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