EG Capital Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment plan and manage the portfolio with discretionary authority. EG Capital Mgmt also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily recommend equities, mutual funds, fixed income, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients also pay a 10% performance fee on capital appreciation above a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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