Aesop Advisor offers ongoing investment supervision (Aesop Navigator) and financial planning (Aesop Compass) services. Aesop Navigator clients receive continuous supervision over their accounts, an initial financial plan, and ongoing consultations. Aesop Compass clients receive a financial plan and ongoing consultations, but are responsible for implementing recommendations themselves. Aesop Advisor primarily invests in exchange-traded funds (ETFs).
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For client accounts below $5,000, Aesop charges a flat annual fee of $50.00, billed quarterly at $12.50 every three months. Fees can be negotiable based on the type of client, the complexity of the client's situation, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.