Etesian Wealth Advisors, INC.
Assets Under Management
$426.8M
Number of Clients
388
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$61.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Etesian Wealth Advisors offers asset management services on a discretionary or non-discretionary basis, including financial planning, consulting on financial matters, and retirement plan services. They develop customized investment strategies based on client's financial circumstances, investment objectives, and risk tolerance. Etesian is a fiduciary to its clients.
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% |
Fees are payable quarterly in arrears or advance, depending on the client contract. 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. The standard fees are 1.10% on the first $2 million, 0.85% on assets between $2,000,001 and $5,000,000, 0.65% on assets between $5,000,001 and $10,000,000, and 0.55% on assets over $10,000,001. Actual fees may vary. Fees are payable quarterly in arrears or advance, depending on the client contract. Consulting services are charged on an hourly basis. There is no minimum account size or minimum fee.
Areas of Practice
Location
1969 Willamette Falls Drive, #200, West Linn, OR, 97068