The Enterprise Investment Company, operating as Pappas Financial, primarily recommends clients to other investment advisory firms or manages investment portfolios. Pappas Financial also refers clients to hedge funds and provides financial planning services. Some investment options may be offered through their affiliated broker-dealer. For clients they directly manage, Pappas Financial uses different investment strategies based on the client's individual circumstances.
Assets Under Management$480M
Clients413
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$240M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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