EHG Wealth Management offers custom investment management and financial planning services. The registered investment advisor builds tailored portfolios using a tactical allocation strategy, technical analysis, and long-term holding approaches. In addition to managing investments, EHG Wealth Management provides financial planning that covers retirement strategies, tax optimization, cash flow and budgeting, estate planning, and asset protection. The firm operates under common control with affiliated entities that provide trust services, insurance brokerage, and tax optimization services. EHG Wealth Management requires a minimum investment of $50 million, though the firm may accept accounts with lower values at its discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.50% |
| $3.0M - $10.0M | 2.00% |
| $10.0M - $100.0M | 1.80% |
| $100M+ | 1.80% |
Fees are negotiable at the sole discretion of the registered investment advisor.