Engineered Wealth Management (EWM) provides wealth management and investment management services to individuals and high net worth individuals. EWM acts as a fiduciary, prioritizing client interests. Services include creating investment strategies, asset allocation, portfolio construction, and ongoing investment management. EWM primarily uses exchange-traded funds (ETFs) in client portfolios. EWM also offers financial planning services, either as part of wealth management or as a standalone service.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$4.8K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.85% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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