Esoteric Wealth Partners provides investment advice and financial planning to individuals, high net worth individuals, and businesses. They create custom portfolios based on core portfolios and client risk tolerance. They also offer financial planning services covering areas like cash management, retirement, and education funding. Esoteric Wealth Partners may recommend third-party investment advisors.
Assets Under Management$17M
Clients48
Advisors1
Avg. per Client$350K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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