Enrich Financial Partners Llc
Madison, Wisconsin
5.0
2 Reviews
ENRICH FINANCIAL PARTNERS LLC, based out of Madison, WI, is a reputable investment advisory firm. With a single office, they operate as a small yet dedicated team. Of their eight employees, four specialize in providing comprehensive investment advisory services to their valued clients. Their average assets under management per investment advisor stand at around $86,780,000, which aligns with the industry average. Enrich Financial Partners LLC offers a diverse compensation structure to cater to their clients' unique needs. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. While thei...
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Assets Under Mgmt

$347.1M

Investment Professionals

4

Locations

0

% 401K & Individual

9%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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