Executive Wealth Services offers customized investment management and financial planning solutions. They work with individuals, high net worth individuals, trusts, estates, and businesses. They create a portfolio strategy based on the client's goals, risk tolerance, and financial situation, primarily using individual stocks and bonds, and exchange-traded funds. Financial planning services are offered separately or as part of wealth management.
Assets Under Management$1.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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