Ehlers
Assets Under Management
$2.7B
Number of Clients
294
Number of Advisors
6
Average Client AUM
$9.3M
AUM per Advisor
$455.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ehlers Investment Partners, LLC offers asset management, cash forecasting, treasury management consulting, and investment administration primarily to local governmental entities. Clients may engage EIP to manage investment portfolios on a discretionary or non-discretionary basis. EIP also offers consulting services, such as treasury management consulting and bidding agent services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are subject to negotiation and discounts may be provided to some clients.
Fee Estimator
Ehlers Investment Partners charges an annual advisory fee based on the average daily assets under management. The fees are subject to negotiation and discounts may be provided to some clients. Consulting services are typically billed at $300 per hour or a flat fee. Bidding agent services are also offered, with fees based on the size of the escrow portfolio, subject to IRS regulations.
Areas of Practice
Location
3060 Centre Point Drive, Roseville, MN, 55113-1122