Earndex is a registered investment advisor based in Bryn Mawr, Pennsylvania, offering comprehensive financial planning and investment management services. Earndex focuses on creating personalized investment portfolios using passive strategies like index mutual funds and exchange-traded funds, prioritizing low costs and tax efficiency. In addition to managing portfolios, Earndex provides extensive financial planning covering retirement, taxes, estate planning, college savings, employee benefits, and business consulting. Earndex operates as a fiduciary, meaning the firm is legally required to act in your best interest. Clients can choose from ongoing monthly planning retainers, project-based flat-fee planning, or investment management based on a percentage of the value of your portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Fixed-fee option ranging from $10,000 to $30,000 per year is also available for investment advisory services.