Enso Financial PLC offers financial planning and investment management services to individuals. Financial planning covers cash flow, investments, retirement, business, education, risk management, estate, tax, and charitable planning. Investment management provides ongoing portfolio management based on individual needs and objectives. Enso Financial PLC also offers retirement plan services to plan sponsors and participants.
Assets Under Management$1M
Clients11
Advisors1
Avg. per Client$94K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $5.0M | 0.68% |
| $5M+ | 0.39% |
Fees may be negotiable based on the complexity of your financial situation or total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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