Ehrlich Financial Group offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Services include customized investment management using mutual funds, ETFs, individual stocks and bonds, and financial planning covering areas like retirement, education, and insurance needs. Ehrlich Financial Group may also recommend unaffiliated investment managers.
Fee Structure
Ehrlich Financial Group's investment management fees range from 0.40% to 2.00% annually, based on the scope and complexity of services, the amount of assets managed, and the overall client relationship. Fees are paid monthly, at the beginning of each calendar month, based on the time-weighted daily average of the previous month. Fees may be negotiable.