E6 Portfolios is a platform that provides investment management services to clients of other registered investment advisors. E6 Portfolios designs investment portfolios, buys and sells securities, and monitors investments. Clients work with a third-party wealth manager who then relies on E6 Portfolios to manage the investments. E6 Portfolios offers services through wrap fee programs.
Assets Under Management$130M
Clients471
Advisors3
Avg. per Client$280K
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
E6 Portfolios provides investment management services through wrap fee programs. Some services charge flat monthly fees, while others charge asset-based fees on a tiered basis. Some services charge asset-based fees with no tiered reductions. Fees are deducted monthly from client accounts. E6 Portfolios benefits financially from client referrals to TomiPlan.
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