Assets Under Management
$2.7B
Number of Clients
294
Number of Advisors
6
Average Client AUM
$9.3M
AUM per Advisor
$455.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ehlers Investment Partners offers asset management, cash forecasting, treasury management consulting, and investment administration primarily to local governmental entities. They manage assets on a discretionary or non-discretionary basis, adhering to state statutes governing investments by local governmental entities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are subject to negotiation.
3060 Centre Point Drive, Roseville, MN, 55113-1122