Ellenbecker Investment Group (EIG) provides financial planning and investment management services to individuals, businesses, and other entities. EIG helps clients with investment alternatives and risks, and recommends advisory services to achieve their goals. EIG can advise on various securities and may recommend third-party managers for a portion of the client's account.
Fee Structure
EIG offers investment management services where they manage your portfolio. Fees are calculated as a percentage of the total value of your investments each month and are negotiable, subject to a $2,400 minimum annual fee. EIG may combine related accounts for fee calculation purposes. Clients can exclude certain assets from the calculation. Fees are automatically deducted from your account with your permission.