Englebert Financial Advisers offers investment management and financial assessment services. They manage accounts individually based on client objectives and may use external investment advisors. Their investment strategy focuses on relative strength and risk management. They also offer consulting services and educational seminars. For non-clients, they offer financial assessment services for an hourly fee.
Assets Under Management$150M
Clients290
Advisors3
Avg. per Client$510K
Avg. per Advisor$50M
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% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
The Adviser can offer fees that differ from our published rates for charitable Clients, employees and their families, Clients with unusual portfolios or service needs, and as required for competitive reasons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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