Etesian Wealth Advisors offers multidisciplinary wealth management, including personalized financial planning, consulting, and asset management services. Operating as a registered investment advisor, the firm manages client portfolios on both discretionary and non-discretionary bases, meaning they can make trades on your behalf or consult with you first depending on your agreement. Etesian builds custom investment strategies tailored to each client's unique risk tolerance, time horizon, and financial goals through an Investment Policy Statement. Their investment approach emphasizes fundamental research and cost-effective vehicles, utilizing individual stocks and bonds as well as exchange-traded funds and mutual funds. In addition to individual wealth management, the firm provides corporate retirement plan consulting and standalone hourly consulting services. Etesian serves a diverse clientele, including individuals, families, corporate executives, business owners, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are subject to negotiation. Actual fees may vary based on scope of services, financial complexity, and asset types.