Esh Wealth Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

ESH Wealth Management operates as Hebditch Advisors, offering discretionary and non-discretionary portfolio management services to individuals, high-net-worth individuals, corporations, and other business entities. ESH Wealth Management builds customized or model-based investment portfolios across a wide range of asset classes, including equities, fixed income, exchange-traded funds, mutual funds, options, private equity, and real estate. The firm also offers limited, complementary financial planning and consulting services to portfolio management clients, as well as standalone business, financial, and corporate consulting services. E. Scott Hebditch serves as the sole member and principal of ESH Wealth Management.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees are negotiable depending on account size and sophistication.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Esh Wealth Management LLC - Fees, AUM & Advisors | TrueAdvisor