Earndex provides financial planning advice to individuals, families, and businesses. Services include comprehensive financial planning, investment advisory services, and project-based financial planning. Earndex manages investment portfolios based on individual client needs and goals. The firm primarily uses passive investment management strategies.
Assets Under Management$27M
Clients8
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$27M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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