Econologics Financial Advisors offers financial planning and investment advisory services. They create financial plans called "Roadmaps" for owners and non-owners of professional practices, covering areas like financial planning, business viability, income planning, debt management, estate planning, tax planning, asset protection, and investments. For investment advice, they recommend third-party money managers. They also offer ongoing advisory services for a monthly or quarterly fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.70% |
Fees are negotiable. The investment advisory fee is in addition to fees charged by the Portfolio Manager, which will generally not exceed an annual rate of 1%. Combined investment advisory fees of Econologics Financial Advisors and the Portfolio Manager could equal or exceed 2%.