ECA's advisory fees may not exceed 2.25% of assets under management, with the specific amount depending on the financial advisor and program chosen. Managed Model Portfolios have an ECA administration fee of 0.25-0.75% and a financial advisor fee of 0.00-1.25%. Advisor Directed Managed Accounts have an ECA administration fee of 0.25% and a financial advisor fee of 0.00-1.75%. Self-Directed Brokerage Accounts have an advisory fee of 1.25% and an administrative services fee of 0.70%. Financial planning fees range from $1,500 to $10,000, depending on complexity. Hourly consulting fees range from $150 to $500 per hour.
Homedale, ID
Get directionsJeff sells fixed insurance through Currie Financial Group, dedicating about half his time. He also serves in the US Army Reserves, spends minimal time as Treasurer for the Idaho Jaycee Senate Foundation, and is an employee of American Pacific Mortgage, where he teaches classes on reverse mortgages.