Enza Financial offers investment advice tailored to clients' needs, including discretionary and non-discretionary portfolio management. They may use third-party managers. The firm also provides financial planning and consulting services, ranging from individual consulting to comprehensive planning. They also offer retirement plan consulting services to employee benefit plans and their fiduciaries.
Fee Structure
Enza Financial's fee for managing your investments is a percentage of the value of your portfolio, billed quarterly. The specific fee is negotiable and outlined in your client service agreement. The annual fee schedule is:
- First $1,000,000: up to 1.50%
- $1,000,001 to $3,000,000: up to 1.25%
- $3,000,001 to $5,000,000: up to 1.00%
- $5,000,001 to $10,000,000: up to 0.75%
- Over $10,000,001: up to 0.50%
If Enza Financial uses a third-party manager, you will incur an additional fee up to 1% of the assets managed by the third-party manager.