E & G Advisors, Lp

E & G Advisors, LP is a registered investment adviser established in December 2003, owned by Mark Easley and Adam Gracely. The firm offers investment advisory services to various clients, including individuals, trusts, corporations, and charitable organizations. E & G manages accounts on a discretionary basis, with the authority to determine securities to be bought and sold. The firm also provides retirement plan services, assisting in plan structure evaluation and investment selection. E & G's advisory fees range from 0.30% to 1.50% of assets under management, payable quarterly. The firm does not charge performance-based fees. E & G employs Modern Portfolio Theory with a macroeconomic overlay for portfolio management, aiming to reduce volatility and risk. The firm discloses various investment risks, such as credit risks, currency risks, and equity risks. E & G does not vote proxies on behalf of clients and does not have custody of client assets. The firm does not have any disciplinary information and compensates a referring adviser with a portion of advisory fees. Clients are encouraged to review custodial statements regularly, and E & G typically receives written discretionary authority from clients for investment decisions.