Ehlers Investment Partners (EIP) offers asset management, cash forecasting, treasury management consulting, and investment administration. EIP primarily serves local governmental entities. Clients can have EIP manage their investments with or without EIP needing their prior consent for each trade. EIP also provides bidding agent services for municipal issuers.
Assets Under Management$3.2B
Clients283
Advisors6
Avg. per Client$11M
Avg. per Advisor$530M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiable and may vary among clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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