Jesse Steele is a registered investment advisor at Etesian Wealth Advisors, INC., based in WEst Linn, OR, with 8 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 429 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are subject to negotiation. Actual fees may vary based on scope of services, financial complexity, and asset types.
Fee Estimator
Location
1914 Willamette Falls Drive, #300, WEst Linn, OR, 97068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Etesian Wealth Advisors, INC.
State Registrations3 states
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