Etesian Wealth Advisors offers financial planning, consulting, and investment management services. They manage client accounts on a discretionary or non-discretionary basis, providing investment advice and financial planning. Etesian acts as a fiduciary, prioritizing client interests. They also offer retirement plan services to corporate retirement plans, providing research and recommendations on plan design and investment options.
Assets Under Management$430M
Clients388
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management
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 may vary based on factors like assets under management, scope of services, and complexity of the client's financial situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...