Even Keel Advisors, LLC (EKA) provides investment management services tailored to individual client needs. EKA also offers hourly and project-based financial planning services covering retirement, risk management, college savings, and estate planning. Ongoing comprehensive financial planning is also available for a recurring fee. EKA may use third-party managers for portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable above $10,000,001. When combined with Ongoing Comprehensive Financial Planning, EKA will manage up to $500,000 in assets without charging an additional fee. The following rates apply when combined with Ongoing Comprehensive Financial Planning: $0 - $500,000: 0.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25%