Excelsior Investors offers investment advisory services, both discretionary and non-discretionary, and financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. Excelsior's annual investment advisory fee includes investment advisory services and, if requested, financial planning and consulting. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$240M
Clients105
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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