Educated Investors LLC offers investment advice, financial planning, and education. They design and manage investment portfolios tailored to each client's needs, incorporating tax planning considerations. Financial planning services include both one-time project services and ongoing support, covering areas like retirement, college, estate, and tax planning. Educated Investors primarily serves school employees and their families, aiming to provide sound, affordable financial advice.
Assets Under Management$1.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,700
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M+ | 0.50% |
Minimum annual fee of $1700. The Financial Planning Services provided under the Full Service Plan are included as part of this comprehensive wealth management service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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