Exeter Financial provides comprehensive wealth management services to high-net-worth individuals, families, and related entities. These services include strategic planning, investment consulting, alternative investment strategies, single stock risk management, and estate and tax planning through professional intermediaries. Exeter tailors its advisory services to each client's individual needs, typically investing in individual equities and bonds, along with some mutual funds and exchange-traded funds. In rare cases, Exeter may recommend private placements for clients who can tolerate the risks.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual investment management fee. Exeter may reduce its account minimum, minimum annual fee and/or charge a lesser investment management fee based upon certain criteria.