ESH Wealth Management, operating as Hebditch Advisors, offers both discretionary and non-discretionary portfolio management services. They work with clients to determine investment objectives and risk tolerance, then select a model portfolio. Financial planning is offered on a complementary basis to portfolio management clients. ESH may recommend third-party money managers. The firm advises on various investments, including equities, fixed income, and alternative investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee for advisory services is 1.50% per year. Certain clients may be charged fees lower than those stated and will be negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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