Esq. Wealth Management provides investment management and financial planning services. Investment management is customized to the client's objectives, using a tactical allocation strategy. Financial planning includes investment strategies, retirement planning, tax optimization, cash flow analysis, estate planning, and asset protection. Esq. Wealth may use third-party investment managers to construct portfolios.
Assets Under Management$21M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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