E6 Portfolios, LLC operates as a turnkey asset management platform (often called a TAMP) that provides investment management and subadvisory services primarily through independent registered investment advisors, who serve as the client's primary point of contact. E6 Portfolios manages portfolios using mutual funds, exchange-traded funds, closed-end funds, and individual securities, organized into various wrap fee program strategies such as cash management, static models, and daily tax-loss optimized strategies. E6 Portfolios does not typically provide standalone wealth management or comprehensive financial planning directly to individual retail clients, though it is affiliated with financial planning and wealth management firms under common ownership. E6 Portfolios charges strategy-based wrap fees ranging from 0.00% to 0.38% annually, billed monthly in arrears, along with a monthly administration fee for certain eligible accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.38% |
Strategy wrap fees vary by category, ranging from 0.00% to 0.38% annually, and are billed monthly in arrears based on average daily balances. An additional $5.00 monthly administration fee applies to eligible accounts with balances of $10,000 or more.