Eia Investments LLC

Fee-Only (% of Portfolio)

EIA Investments LLC offers investment strategies that track indexes developed by Economic Index Associates LLC. The firm provides investment advisory and sub-advisory services to investors and third-party asset managers. Unless specifically requested, EIA Investments does not offer portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance.

Assets Under Management$150K
Clients1
Advisors1
Avg. per Client$150K
Avg. per Advisor$150K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Fees range from 0.25% to 1.00% depending on the index investment strategy. There is an additional $125 annual fee for accounts with AUM of less than US $250,000. Clients investing more than US $250,000 may negotiate performance-based fees in lieu of a lower AUM fee.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm