Estate & Trust Advisors (ETA) offers investment advice tailored to individual client needs. ETA provides both discretionary and non-discretionary portfolio management. ETA may use sub-advisers through Envestnet. ETA also offers financial planning as part of its investment services. Clients receive custom-built investment portfolios and can place restrictions on certain investments.
Assets Under Management$220M
Clients85
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Minimum annual fee is $3,750. Fees are negotiable. ETA also provides investment consulting and asset management services to self-directed 401(k) plan participants and/or beneficiaries of plans administered by John Hancock. The fee for this service is based on 1.00% of the underlying assets in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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