One Year Test Drive
Try EB Financial Planning's Investment
Advisory Asset Management Services
for a FULL YEAR!
Advisory Asset Management Services
for a FULL YEAR!
With our One Year Test Drive New Private Clients with a minimum investment of $500,000 may try EB Financial Planning's Investment Advisory Services without being billed forAdvisory 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*. Only when you are Satisfied with our services will your account be billed on the 366th calendar day for Investment Advisory services rendered since inception. Your account will then be billed quarterly, in arrears, as shown in the our ADV II Annual Fee Schedule (Item 5 Part B).
Management services, transfer your account prior to the
366th day and pay NO Investment Advisory Fees*. Only when you are Satisfied with our services will your account be billed on the 366th calendar day for Investment Advisory services rendered since inception. Your account will then be billed quarterly, in arrears, as shown in the our ADV II Annual Fee Schedule (Item 5 Part B).
You can rest assured with our 100% Satisfaction Pledge: If you are ever 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.
that is charged on all new EB Financial Planning
Investment Advisory Management accounts.