S.F. Ehrlich Associates (SFE) offers investment advice, financial planning, and consulting to individuals and high-net-worth individuals. SFE creates tailored investment strategies based on client objectives. SFE may provide financial planning as part of investment advisory services or as a separate service. SFE does not provide legal, accounting, or insurance implementation services.
Assets Under Management$190M
Clients117
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
SFE generally requires an annual minimum fee of $5,000 and a minimum asset level of $500,000 for investment advisory services. Clients who maintain assets with SFE below the minimum account size may pay a higher percentage rate than reflected above. Fees are negotiable at SFE’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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