Ensign Advisory Partners offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without asking first. They also offer financial planning services, creating written plans to help clients achieve their financial goals. Ensign Advisory Partners may also direct clients to third-party investment advisors.
Assets Under Management$92M
Clients288
Advisors2
Avg. per Client$320K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees and how they are charged are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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