ESS Capital Services, LLC offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. ESS Capital creates an Investment Policy Statement for each client, outlining their current financial situation. ESS Capital generally limits its investment advice to fixed income securities, publicly traded real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, and commodities, although ESS Capital primarily recommends sustainable growth with income. ESS Capital requires discretionary authority to execute transactions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.75% |
Fees are generally negotiable. Qualified clients can opt for a performance-based fee of 0.75% of assets under management plus 20% of capital appreciation above a high-water mark.