EGP Wealth Management provides investment advice and portfolio management tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management services. Clients engaging EGP for portfolio management receive complimentary financial planning. EGP also offers financial planning and consulting services on an hourly fee basis. They primarily advise on ETFs, mutual funds, stocks, and bonds.
Assets Under Management$40M
Clients101
Advisors4
Avg. per Client$390K
Avg. per Advisor$9.9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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