Executive Investment Services, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Executive Investment Services offers ongoing investment management for client accounts, creating portfolios of stocks, bonds, and exchange-traded funds. They also provide one-time business consulting services to small and medium-sized businesses, including tax strategies, business valuations, and succession planning. Investment advice is tailored to individual client needs and objectives.
Assets Under Management$92M
Clients63
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | Included |
| $1.0M - $5.0M | Included |
| $5M+ | Included |
Fees are negotiable. The annual fee ranges are: - First $0 - $500,000: 1.00% - 1.50% - Next $500,001 - $1,000,000: 1.00% - 1.25% - Next $1,000,001 - $5,000,000: 1.00% or less - Next $5,000,001 and Above: Negotiable Executive Investment Services has a minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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