Ensemble Financial, INC.
Assets Under Management
N/A
Number of Clients
11
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Ensemble Financial, Inc. provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They may direct clients to third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.80% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $750K | 2.05% |
| $750K - $1000K | 1.80% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.30% |
Fees are negotiable.
Fee Estimator
Ensemble Financial charges an annual fee based on assets under management. For example, the fee is 2.80% for assets between $50,000 and $99,999, scaling down to 1.30% for assets above $2,000,000. These fees are negotiable. They also offer financial planning services based on hourly fees, up to $200 per hour, which are also negotiable. There is a $50,000 minimum account size, which may be waived.
Areas of Practice
Location
TX, United States