Estuary Financial LLC offers financial planning services covering cash flow, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. An initial interview is conducted to discuss your situation, goals, and the scope of services. If you choose to engage Estuary Financial, you must execute a client engagement agreement.
Assets Under Management$14M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
The asset-based fee is based on a blended tier. For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual, as well as accounts within the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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