Erben Associates offers financial planning to help clients understand their financial situation and set objectives. They provide advice in the form of a comprehensive financial plan. Erben Associates also offers pension consulting services to 401(k) plan sponsors and a manager of managers program where they select third-party investment advisors for clients.
Fee Structure
Erben Associates does not directly manage investments for individuals. They offer a Manager of Managers Program where they select third-party investment advisors to manage client portfolios. The fees for these services are paid to the third-party advisor, and Erben Associates receives a portion of that fee, typically ranging from 0.50% to 1.00% of the client's assets managed by the third-party advisor.