Our Fees

Our Fees

Our Fees

Our fees are based on the services we provide. They are straightforward and transparent. 

  • Fees for our portfolio management services, which include financial planning, are billed as a percentage of assets under management.
  • Fees for our stand-alone financial planning services are billed as a flat fee based on the scope of work we perform on your behalf.
  • All of your assets under our management are held by an independent, third-party custodian, not by EHD Advisory Services, Inc.