Earned Wealth Advisors offers financial planning and wealth management services. Financial planning is generally the first step and is included as part of wealth management. Earned Wealth Advisors allocates client assets among independent investment managers, mutual funds, exchange-traded funds, individual debt and equity securities, and private investments. Earned Wealth Advisors focuses on the financial well-being of doctors, dentists, and their employees and practices.
Assets Under Management$1.9B
Clients1,326
Advisors45
Avg. per Client$1.4M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. OJM legacy clients have a separate fee schedule: Up to $1,000,000: 1.50%; $1,000,001 - $3,000,000: 1.00%; $3,000,001 - $10,000,000: 0.75%; Above $10,000,000: as negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
45 Advisors at this firm
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