E-Wealth Partners manages investment portfolios based on clients' individual needs and goals. They develop investment plans with asset allocation targets and manage portfolios accordingly. E-Wealth also offers ongoing financial planning services, working with clients to develop and implement plans covering various financial areas. Hourly financial planning services are available for investment management clients needing additional assistance.
Fee Structure
E-Wealth Partners manages investment portfolios for an annual fee that can be up to 2% of the value of your investments. This fee is negotiable and paid quarterly in advance. The fee is calculated based on the value of your account at the end of each quarter. If you end your relationship with E-Wealth, you'll receive a refund for any unearned portion of the fee.