Energy Income Partners
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Overview
Energy Income Partners is a financial advisory company located in Westport, Connecticut. It administers $5.1 billion in total assets over 150 client accounts, placing it among the largest firms in the nation by assets under management (AUM). Energy Income Partners has a small group, including 6 financial advisors. Energy Income Partners does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as equities, options and bonds.
Energy Income Partners oversees all of the company's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions without needing client approval. The advisory firm's typical account size is $34.2 million. The typical financial advisor at Energy Income Partners administers about 25 client accounts, making it one of the more individualized firms in the country.
Energy Income Partners's central office is located at 10 Wright Street, Westport, Connecticut 06880-3115. Energy Income Partners is legally allowed to serve customers across 34 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Energy Income Partners by the Numbers
$5.1 billion
20
150
$34.2 million
Fee Structure
Financial management fees typically are based on which services the firm provides the client. However, fee types charged by the company can be comprised of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Energy Income Partners works with a number of different investors. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans, other investment advisers, insurance companies and corporations. Out of its 150 customers, Energy Income Partners's largest client is high net worth investors, though it also manages money for 122 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 84.14%
- Other Individuals - 0%
- Corporations - 15.86%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Energy Income Partners does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Energy Income Partners
Westport, CT
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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