eCIO offers portfolio management services tailored to the goals and risk tolerance of each client. They create an investment policy statement and construct a plan to select a suitable portfolio. eCIO generally advises on mutual funds, fixed income, real estate funds, equities, hedge funds, ETFs, and other securities. eCIO also offers non-investment advisory services through their eVestech software, which helps companies increase engagement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $45.0M | 0.30% |
| $45.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Blended fee schedule. Cash Management Portfolio Advisory Fees: First $10,000,000 ($5,000 minimum fee) 0.25%, On the next $90 million 0.10%, Over $100 million 0.05%. The advisory fees paid directly by our clients as reflected in their invoice will not exceed 2% of assets under management at the time of their billing.