Excelsior Investors provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Operating as a registered investment advisor, the firm offers both discretionary and non-discretionary portfolio management, meaning the team can make trades on your behalf or require your approval first, depending on your preference. Excelsior Investors builds diversified portfolios primarily using mutual funds, exchange-traded funds, and individual stocks and bonds, tailored to your personal financial goals and risk tolerance. Financial planning and consulting services—covering areas like retirement, taxes, and estate planning—are generally included as part of the core investment advisory fee. The firm typically works with clients who have a minimum portfolio size of $750,000, though this minimum can be reduced at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. General financial planning is included in the advisory fee.