Earned Wealth Advisors, LLC
Assets Under Management
$1.9B
Number of Clients
1,326
Number of Advisors
25
Average Client AUM
$1.4M
AUM per Advisor
$76.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Earned Wealth Advisors offers financial planning and wealth management services. They allocate client assets among independent investment managers, mutual funds, ETFs, individual debt and equity securities, and private investments. They also provide retirement plan services to participant-directed retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. Fees may be negotiable.
Fee Estimator
Earned Wealth Advisors charges fixed fees for financial planning, generally ranging from $2,500 to $15,000. For wealth management, clients pay an annual fee based on assets under management (see table for tiers). There is a minimum annual fee of $2,400, assessed quarterly. Retirement plan services have a minimum annual fee of $3,000. OJM Group legacy clients have a separate fee schedule. Fees may be negotiable.
Areas of Practice
Location
165 Lennon Lane, Suite 200, Walnut Creek, CA, 94598