How We Charge for Our Services
At EsqWealth, we’re dedicated to providing comprehensive financial guidance tailored to each client’s unique needs. Clients engage EsqWealth for its expertise and services in two key areas:
Designing the Customized Financial Plan
We prioritize your interests above all else. We collaboratively devise a comprehensive financial plan that covers all aspects of your financial life, from how you own your assets, to long-term retirement and estate planning, to strategies to reduce your taxes, to an ideal asset allocation for an investment portfolio tailored to your goals, risk tolerance, and timeline. Our fees range from $5,000 to $10,000 per plan, depending on the scope and complexity of the services provided. To learn more about our approach, click here to see What We Do.
Annual Management Fee
Clients pay EsqWealth a small percentage of the assets under EsqWealth’s management based on the schedule below. This annual management fee includes discussing your financial plan or investment opportunities whenever necessary. We make it a point to always be available to discuss any issues you have, financial, business, or legal. The management fee also includes having a full-scale annual review of the financial plan, regularly monitoring the financial plan to address changing market and life circumstances, and handling routine service needs such as transferring money, adding a new account, working with a client’s family or CPA, etc
Aggregate Contribution Amount
Fee
$100,000.00 – $499,999.99
2.00%
$500,000.00 – $999,999.99
1.50%
$1,000,000.00 – $1,999,999.99
1.00%
$2,000,000.00 – $4,999,999.99
0.75%
$5,000,000.00 or above
0.60%
We believe this approach aligns our interests with yours and provides a financial incentive for us to grow your assets. As the value of your account rises, so does the fee. Conversely, in normal market downturns, our fee adjusts accordingly, reflecting our performance.
For more details about our fees and compensation, please refer to client agreements and EsqWealth’s Form ADV, Part 2A Brochure filed with the SEC, accessible at the link provided at the bottom of this page.
