Educated Investors LLC

Overview

Educated Investors LLC is a small, individual-owned advisory firm organized as a limited liability company that focuses on financial planning, portfolio management for individuals and small businesses, and investor education through newsletters and seminars. The firm leans toward equity-centered portfolios, with a stated preference for exchange-traded equities as the primary public-market exposure. Engagements are primarily non-discretionary, and the firm charges a mix of percentage-of-AUM, hourly, and fixed fees. Educated Investors LLC does not position itself as an active ESG investor, a pension consultant, or a multi-state adviser, and it does not act as a capital allocator to pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices