Etre LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
être LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts, serving both high-net-worth and non-high-net-worth clients. Its planning scope includes retirement, tax, estate, stock option analysis, philanthropy, and other personalized financial goals, and clients may engage planning and investment services separately or together.
The firm designs portfolios around a documented Investment Policy Statement, emphasizing strategic asset allocation, diversification across asset classes, and a blend of active and passive managers to align risk with client objectives. It conducts quarterly reviews and rebalancing as needed, and provides written, GIPS-compliant performance reporting to clients.
Noteworthy aspects relative to peers include managing roughly $217 million for about 60 clients, which implies relatively large average account sizes, and offering guidance on partnership interests and private equity for accredited investors. The firm relies on an institutional custodian platform for execution and research, generally does not aggregate trades, and declines proxy-voting authority for client accounts.
Client services
Expertise
Fee options
$0 - $250,000: 1.70% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $4,000,000: 0.98% $4,000,001 - $5,000,000: 0.95% $5,000,001 - $6,000,000: 0.92% $6,000,001 - $7,000,000: 0.90% $7,000,001 - $8,000,000: 0.88% $8,000,001+: 0.85%
$600 per hour for financial planning
Annual retainer fee for ongoing financial planning, invoiced quarterly in arrears
Account minimum: $250,000 Minimum fee: Minimum annual fee: $6,000 Fee-only: Fee-only basis, no commissions
Main office
306 Dartmouth Street, Suite 105
Boston MA 02116-2288
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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