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Estate & Trust Advisors
SEC-regulated
Registered investment advisor
Estate & Trust Advisors, established in 1997, offers personalized investment advisory services to various entities, including individuals, pension plans, trusts, and corporations. The firm provides discretionary and non-discretionary portfolio management services tailored to clients' needs. Clients may grant ETA discretion to manage their accounts, allowing for continuous supervision and rebalancing. ETA may recommend sub-advisers through Envestnet for additional management. The firm charges fees based on a percentage of assets under management, with a minimum account size of $500,000. Clients may impose restrictions on investments. Investment strategies include strategic asset allocation and active management. ETA's employees hold certifications such as CFP, CFA, and EA. The firm's fee structure is transparent, with fees billed quarterly in advance. ETA does not receive soft dollar compensation and does not use a performance-based fee structure. Clients receive regular reports and performance updates. The firm does not vote proxies on securities and does not share in brokerage fees. ETA's employees are supervised by Mark J. Schwartz, President. For more information, visit www.ETAadvisor.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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