Economic Research and Insurance Solutions, LLC offers investment advice on a non-discretionary basis, including asset allocation and investment selection. They also provide financial planning and consulting services, covering areas like tax, estate, and business planning. The firm may refer clients to third-party advisors and receives compensation for these referrals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...