MR
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
1969 Willamette Falls Drive, #200, West Linn, OR, 97068
Get directionsRegulatory History (1)
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Criminal
June 1975Final Disposition
Employment History
Current Registrations
Etesian Wealth Advisors, INC.
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2008 - June 2024 · 16 yrs 4 mos
Cambridge Investment Research, INC.Broker
February 2008 - June 2024 · 16 yrs 4 mos
1717 Capital Management CompanyBroker
April 2003 - February 2008 · 4 yrs 10 mos
1717 Capital Management Company
April 2003 - February 2008 · 4 yrs 10 mos
1717 Capital Management Company
May 2001 - March 2003 · 1 yr 10 mos
1717 Capital Management CompanyBroker
November 1996 - March 2003 · 6 yrs 4 mos
Administrative Systems, INC.Broker
May 1994 - May 1995 · 1 yr
State Registrations3 states
ORTXWA
Advisor
Exams
No exam information available for this advisor.