Estate & Trust Advisors provides comprehensive wealth management, portfolio oversight, and financial planning services to individuals, families, trusts, estates, and business entities. Founded in 1997 and based in Northbrook, Illinois, the firm builds custom investment portfolios tailored to each client's specific goals, time horizon, and risk tolerance. Services encompass continuous portfolio supervision, strategic asset allocation, cash flow management, insurance reviews, retirement planning, estate planning, and access to institutional sub-advisers through Envestnet. Estate & Trust Advisors emphasizes long-term relationships and holistic planning to help clients navigate complex financial situations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Minimum annual fee is $3,750. Fees are negotiable and household accounts may be aggregated to meet minimums.