Esquires Group offers investment advice and manages portfolios for individuals and companies. Clients are interviewed to determine their financial situation and investment goals. Based on their risk profile, investor behavior, and assets, clients are assigned to one of six risk profiles and portfolio strategies. Esquires Group meets with clients periodically to review their financial situation and make adjustments as needed.
Fee Structure
Esquires Group charges an annual management fee based on the value of your portfolio and the investment strategy you choose. The fee ranges from 0.5% to 1%. Fees are calculated at the beginning of each quarter and deducted mid-quarter. You'll receive an invoice before the withdrawal. If you close your account, fees will be adjusted based on when the funds are withdrawn.