ESK Capital Management provides investment management and financial planning services. ESK's services include retirement planning, financial planning, investment management, tax planning, estate planning, insurance planning, business planning, college planning, home purchase planning and small business employer benefit selection and management. ESK generally aims for clients who fall within the range of $250,000 and $2 million.
Assets Under Management$4.1M
Clients7
Advisors1
Avg. per Client$580K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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