Estee Advisors LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. They create an Investment Policy Statement for each client and may request authority to make trades without asking first. Estee Advisors primarily recommends equities or equity-related investments, including derivatives. They may also act as a sub-advisor to private funds.
Fee Structure
Estee Advisors offers portfolio management services. Clients generally pay an annual fee ranging from 0% to 2% of the value of their portfolio. The specific fee is negotiable and will be detailed in the client's agreement. Qualified clients can choose a performance-based fee plan with a 0% fixed fee and up to 25% of capital appreciation over a benchmark. For large portfolios (over $1 million), fees may include fixed fees from 0% to 2% and/or a performance fee from 0% to 50%.