Firm
Erenda Capital Management
Glendale, Wisconsin
Fee-only
Facts
| Based in | Glendale, Wisconsin |
|---|---|
| Website | erendacapital.com |
| [email protected] | |
| Phone | (574) 870-2952 |
Erenda Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.8% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"We believe our 0.8% fee represents exceptional value for the institutional-caliber service you receive." source
"Most engagements begin at a minimum of $500,000 in investable assets." source
"We believe our 0.8% fee represents exceptional value for the institutional-caliber service you receive." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $6 million |
| Individual clients | 11 |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 328252 |