Ergawealth Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. Ergawealth Advisors acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. Services include investment management, retirement planning, education planning, tax minimization, debt management, and cash flow planning. Ergawealth Advisors may refer clients to other professionals like accountants and attorneys.
Fee Structure
Ergawealth Advisors manages investments for a quarterly fee based on the value of your portfolio. The fee can be up to 1.50% per year. Some clients may be offered a fixed annual fee up to $10,000. There may also be an annual administrative fee of up to $100 per account, but this can be waived. Fees are negotiable. For accounts held at American Funds, the fee ranges up to 1.00% of the assets held at American Funds. Fees are calculated quarterly by American Funds.