E
Etre LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$216,807,051
Clients
60
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
TypicalAverage account size
$3,613,451
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
Financial planning
Portfolio management
Expertise
Income planning
Equity compensation tax strategy
Charitable giving & philanthropy
Tax-loss harvesting
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 location
Etre LLC
135 Garden Street
Cambridge MA 02138-6721, United States
Number of offices
1
Most active in
Etre LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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