Engler Financial manages investment portfolios and provides personalized financial planning based on each client's individual goals, time horizon, and risk tolerance. Engler Financial creates a customized investment policy statement and builds diversified portfolios using exchange-traded funds, mutual funds, fixed income securities, real estate funds, insurance products, and commodities. The firm has discretionary authority to manage accounts and executes trades on behalf of clients. In addition to investment management, Engler Financial offers financial planning covering investment strategy, life insurance, tax concerns, retirement planning, college savings, and debt management. The firm serves individuals, high-net-worth individuals, and businesses with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable depending on the needs of the client and complexity of the situation. Paid monthly in arrears.