être llc offers financial planning and investment management services. Financial planning covers retirement, investments, taxes, insurance, cash flow, charitable giving, and estate planning. Investment management involves creating custom portfolios based on a client's Investment Policy Statement, which outlines their goals, risk tolerance, and investment guidelines. être does not participate in wrap fee programs.
Assets Under Management$190M
Clients60
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.98% |
| $4.0M - $5.0M | 0.95% |
| $5.0M - $6.0M | 0.92% |
| $6.0M - $7.0M | 0.90% |
| $7.0M - $8.0M | 0.88% |
| $8M+ | 0.85% |
The fee structure for a particular relationship may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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