Ebco Trustee Services provides investment management and consulting services to high-net-worth individuals, families, trusts, and businesses. Ebco manages portfolios based on individual client needs and offers both discretionary (where Ebco makes the investment decisions) and non-discretionary (where clients approve recommendations) services. Ebco primarily serves international clients, including those in the United States.
Assets Under Management$45M
Clients18
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range between 0.50% and 1.50% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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