Enhancing Capital LLC (EC) provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. EC creates a plan to help select a portfolio that matches your specific needs. EC generally advises on mutual funds, fixed income securities, real estate funds, equities, derivatives, and private placements. EC has partnered with LinkBank to offer clients a special rate on cash deposits. EC does not participate in wrap fee programs.
Assets Under Management$340M
Clients25
Advisors4
Avg. per Client$14M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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