E2 Financial Services offers investment management where they determine what to buy and sell, but get your approval before making any trades. They also offer financial planning, covering topics like wills, investments, taxes, retirement, and college planning. You don't have to follow their recommendations.
Assets Under Management$6.7M
Clients43
Advisors1
Avg. per Client$160K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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