Exponential Advisors offers investment management and financial planning services. Investment management involves ongoing advice about investing client funds based on individual needs, including developing an investment plan and managing a portfolio. Financial planning includes evaluating a client's current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
If EA utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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