Executive Services, LLC

Overview

Executive Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, positioning itself around financial planning and portfolio management for individuals and small businesses. Its compensation model is a mix of asset-based fees, hourly charges and fixed fees. The practice is not active in ESG investing and does not present itself as a multi-state or newly formed adviser. It is not a capital allocator and does not list pension consulting or related-adviser relationships. The firm lists an industry affiliation with an insurance company, suggesting some overlap or partnership with insurance products or distribution.

Assets & Accounts

Public Holdings

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Location & Offices