Eureka Wealth Management provides financial planning to assess your financial situation, goals, and risk tolerance. They also offer portfolio management services, creating individualized portfolios based on your objectives and risk tolerance. Eureka Wealth Management may use Betterment for Advisors as a sub-advisor. They offer both discretionary and non-discretionary investment management services. The firm's owner is also an independent insurance agent.
Assets Under Management$36M
Clients25
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
The management fee is negotiable. The fee includes Betterment's fee of 0.16% when they are used as a sub-advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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