Engineering Financial Independence offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement and manages portfolios using fundamental analysis, modern portfolio theory, and quantitative analysis, primarily recommending equities, mutual funds, exchange-traded funds, fixed-income securities, and options. In addition to investment management, Engineering Financial Independence provides comprehensive financial planning covering investment planning, life insurance, taxes, retirement, college funding, and debt management. The firm serves individuals and high-net-worth clients with no minimum account size required.
Fee Structure
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 generally negotiable.