Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
1914 Willamette Falls Drive, #300, WEst Linn, OR, 97068
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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