Etesian Wealth Advisors Account Type

Etesian Wealth Advisors offers a variety of account types tailored to meet the needs of different investors. The primary account types include discretionary accounts and non-discretionary accounts. Discretionary accounts allow the advisor to make investment decisions on behalf of the client, while non-discretionary accounts require the clients approval for each transaction. The firm caters to retail investors as well as high-net-worth individuals, managing a total of $284.7 million across 507 accounts, with an average account size of approximately $561,600.

Etesian Wealth Advisors Broker Account Opening Process

Opening a brokerage account with Etesian Wealth Advisors involves several steps:

• Choose Your Account Type: Determine whether you want a discretionary or non-discretionary account based on your investment needs and preferences.

• Prepare Required Information: You will need to provide personal information, including:

• Name
• Address
• Date of birth
• Social Security Number
• Employment information
• Annual income and net worth
• Investment goals and risk tolerance

• Complete the Application: Fill out the application form with the required information. This can typically be done online or through direct contact with the firm.

• Funding the Account: After your application is approved, you will need to fund your account. This may involve linking a bank account for electronic transfers.

• Start Investing: Once your account is funded, you can begin investing based on the strategies discussed with your advisor.

Etesian Wealth Advisors is registered in multiple states, including Arizona, California, Oregon, and Washington, and provides personalized financial planning and portfolio management services to its clients.