How does the advisor help clients – Key Takeaways:
E6 Portfolios provides comprehensive financial planning and investment management services to help clients achieve their financial goals.
Their team of experienced advisors utilizes a personalized approach and cutting-edge technology to provide clients with customized solutions that meet their unique needs.
They also offer ongoing support and guidance to ensure clients stay on track and make informed financial decisions.
Facts and Insights
As of 2020, E6 Portfolios manages over $500 million in assets and has a team of 9 advisors. The firm has been in business since 2014 and has established a strong track record of delivering financial success to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| E6 Portfolios | $500 million | 9 | 6 years |
Financial Services Offered
E6 Portfolios offers a wide range of financial services, including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
E6 Portfolios serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Families
- Retirees
Fees & Compensation
E6 Portfolios charges a wealth management fee, which is a percentage of the assets under management. They do not receive any commissions or hidden fees for their services, ensuring transparency and aligning their interests with their clients’ interests.
Background
E6 Portfolios was founded by a team of experienced financial advisors who wanted to create a client-focused and independent firm. They have a combined experience of over 60 years in the financial industry and hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
E6 Portfolios prides itself on transparency and adhering to the highest ethical standards. They have no disclosures listed on their Form ADV, which is a document filed with the Securities and Exchange Commission (SEC) that outlines their services and fees. This indicates that they have a clean record and no conflicts of interest that could potentially harm their clients.