Esquires Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Esquires Group provides investment advisory and portfolio management services for a mix of private individuals, high-net-worth clients, trusts, foundations, endowments and companies across taxable, retirement and educational accounts. The firm also offers hourly or fixed-fee consulting engagements for clients who do not have assets managed by the firm.
The firm assigns clients to one of six risk profiles and one of six portfolio strategies and implements discretion under a limited power of attorney when agreed, combining fundamental and technical analysis, charting and cyclical methods. Strategies range from long-term purchases to short-term trading and option writing (primarily for hedging), with portfolios built from ETFs, mutual funds, closed-end funds and individual equities across many asset classes and periodic account reviews.
Noteworthy items in the brochure include disclosed referral arrangements with other registered advisors—where the firm may receive a portion of ongoing account fees and will provide a compensation disclosure to clients—and the availability of non-managed, hourly/ad-hoc advisory services. The firm also discloses potential receipt of soft-dollar research, ongoing outside business activities (management/IT consulting and real estate holdings), and a policy of leaving proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Fixed fee negotiated upfront, e.g., $500 for 4 hours for block of hours
0.5% to 1% per annum depending on assets under management and investment strategy selected
$50 to $200 per hour for specific investment recommendations not part of standard services
Account minimum: $5,000 for IRA accounts; $10,000 for Taxable and Trust accounts
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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