EGSI Investment Management offers financial planning, consulting, and investment management services. Financial planning covers areas like business, retirement, estate, and tax planning. Investment management involves managing client portfolios using mutual funds, ETFs, and individual securities. EGSI also provides retirement plan consulting services to businesses and non-profit organizations. EGSI tailors its services to each client's needs and goals.
Fee Structure
EGSI Investment Management charges an annual fee based on the amount of your portfolio. This fee ranges from 0.25% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, based on the value of your portfolio on the last day of the month. EGSI may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.