Estabrook Capital Management manages investment portfolios for individuals and institutions, offering advice on stocks, bonds, and other investments. Clients can place restrictions on the types of investments made in their accounts. Estabrook also manages portfolios within wrap programs sponsored by other organizations. The firm's investment strategies include large cap core equity, SRI/ESG equity, and balanced large cap core.
Assets Under Management$870M
Clients771
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$870M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable. Minimum account size is $500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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