EBH Financial provides investment management services, creating tailored strategies based on individual client goals, time horizons, and risk tolerance. As part of the service, clients may receive a financial plan covering wills, estate plans, investments, taxes, retirement income, Social Security, and college planning at no additional cost.
Assets Under Management$35M
Clients70
Advisors1
Avg. per Client$500K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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