New Private Clients with a minimum investment of $250,000 or greater may try EB Financial Planning's Investment Advisory Services without being billed for Advisory Fees for up to 365 calendar days. If you decide to discontinue our Investment Advisory Asset Management services, transfer your account prior to the 366th day and pay no Investment Advisory Fees*. When you are completely satisfied and decide to stay, your account will be billed for Investment Advisory services rendered since inception. Afterwards your account will be billed quarterly, in arrears, as shown in the our ADV II Annual Fee Schedule (Item 5 Part B).
You can rest assured moving forward with our 100% Satisfaction Pledge:
If at any time you are not completely satisfied with EB Financial Planning’s Investment Advisory Service, we will waive your subsequent Quarterly Investment Advisory Fee. We offer this Pledge because we are Confident that
you will be Completely Satisfied with our Investment Advisory Service.
*There is a non-refundable $300 account establishment fee that is charged on all new EB Financial Planning Investment Advisory Management accounts
