EHB Financial Resources Management has provided investment supervisory services since 1985. They create a financial plan to develop an asset allocation for clients. The firm also offers accounting services such as tax preparation, pension accounting, and bookkeeping. Clients must approve all security transactions.
Assets Under Management$160M
Clients90
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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