E2I Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,334,201
Total clients
84
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
84
Average account size
$325,407
Client services
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.40% annually $2,000,001 - $5,000,000: 1.30% annually $5,000,001+: 1.20% annually
May receive commission from insurance products if purchased through the firm
$250 per hour for financial planning and consulting services
Fee-only: Hourly fee of $250 per hour for financial planning and consulting services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
E2I Financial Group, LLC
13850 Ballantyne Corp Place, Suite 500
Charlotte NC 28277, United States
Number of offices
2
Forms ADV
Advisors at this firm
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