Enriched Advice offers investment management and financial planning services. For investment management, they create a personalized investment plan based on your goals and risk tolerance, then manage your portfolio. They primarily advise on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like retirement, taxes, insurance, and estate planning. They offer both ongoing and project-based financial planning services.
Assets Under Management$3.4M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$450K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. At no point will the fee deducted from managed accounts exceed 2% of assets under management. The advisor may reduce the minimum account requirement of $450,000 thus reducing the minimum of the $9,000 fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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