Engineering Financial Independence, Inc. offers portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. The firm primarily recommends equities, but may use other securities to diversify portfolios.
Assets Under Management$4.6M
Clients11
Advisors1
Avg. per Client$420K
Avg. per Advisor$4.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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