Estes Financial Services provides investment management services on a discretionary or non-discretionary basis, tailoring portfolios to individual client goals and risk tolerance. Estes Financial Services also offers financial planning covering areas like retirement, college, and debt. Estes Financial Services may recommend co-advisors or third-party managers to clients, acting as a liaison between the client and the other firm.
Assets Under Management$5.4M
Clients35
Advisors2
Avg. per Client$160K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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