SL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
388 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$426.8M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Actual fees charged to investment advisory clients vary significantly from client to client and may be higher or lower than indicated in the standard fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Etesian's fees for asset management are based on a percentage of assets under management. For example, the standard fee is 1.10% on the first $2,000,000 managed. Fees are negotiable and can vary based on factors like assets managed and complexity. Consulting services are offered on an hourly basis. Clients are also subject to third-party fees charged by custodians and other service providers.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersCorporate ExecutivesHigh Net Worth
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Advisor Information
Office location
1914 Willamette Falls Drive, #300, West Linn, OR, 97068
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002Denied
Customer Dispute
May 2002Settled
Employment History
Current Registrations
Etesian Wealth Advisors, INC.
December 2009 - Present · 16 yrs 1 mo
Previous Registrations
Aig Financial Advisors, INC.
October 2005 - December 2005 · 2 mos
Moss Adams Wealth Advisors LLC
April 1999 - January 2010 · 10 yrs 9 mos
Sentra Securities CORP
June 1998 - October 2005 · 7 yrs 4 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.