ESD Advisory Services provides asset management and related consulting services, including financial and retirement planning, to individuals, business owners, and trustees. ESD tailors its advisory services to the individual needs of its clients. ESD does not engage in stock market timing.
Assets Under Management$42M
Clients23
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Fee will not exceed 1% of portfolio value. For example, a portfolio comprised of 100% fixed income securities may be charged a reduced management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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