EBQuant, LLC offers ongoing portfolio management and consulting services tailored to individual client goals and risk tolerance. EBQuant creates an Investment Policy Statement for each client to guide portfolio selection. EBQuant generally invests in mutual funds, individual equities, individual bonds, options, and ETFs. EBQuant also provides financial planning services to individuals and families, either as a one-time plan or on an ongoing basis.
Assets Under Management$23K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$12K
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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