Earner Wealth LLC provides ongoing investment management based on individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. Earner Wealth also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Educational seminars and workshops are also available.
Assets Under Management$14M
Clients3
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$14M
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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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