Eugenio Financial offers investment advice and financial planning services tailored to each client's objectives. They manage investment portfolios with discretionary authority and provide financial planning services covering cash flow, tax, retirement, risk management, and estate planning. Eugenio Financial is a fee-only firm, meaning they are only compensated by their clients.
Assets Under Management$36M
Clients69
Advisors1
Avg. per Client$520K
Avg. per Advisor$36M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.15% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.65% |
| $750K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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