Einstök Wealth Management manages investment portfolios based on each client's individual needs and goals. They gather information about a client's financial situation, risk tolerance, and time horizon to develop an investment plan and asset allocation target. They primarily use Modern Portfolio Theory and passive investment strategies, investing in low-cost index mutual funds or exchange traded funds. Einstök Wealth also occasionally offers educational seminars and workshops.
Assets Under Management$9.8M
Clients30
Advisors1
Avg. per Client$330K
Avg. per Advisor$9.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.30% |
| $10M+ | 1.30% |
Fees are negotiable for amounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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