Assets Under Management
$426.8M
Number of Clients
388
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$61.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Etesian Wealth Advisors offers wealth management services including financial planning, consulting, and asset management. They manage accounts on a discretionary or non-discretionary basis, developing investment strategies tailored to each client's financial circumstances, objectives, and risk tolerance. Etesian is a fiduciary and places client interests first.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Actual fees charged to investment advisory clients vary significantly from client to client and may be higher or lower than indicated in the standard fee schedules.
1969 Willamette Falls Drive, #200, West Linn, OR, 97068