Estate Performance Advisors L.L.C.

Overview

Estate Performance Advisors L.L.C. is a Michigan-registered limited liability company operating as an independent advisory practice. The firm describes itself as a capital allocator and provides financial planning services alongside a formal offering to select and place client assets with other managers. Compensation is a mix of AUM-based fees and hourly charges. Estate Performance Advisors reports an affiliation with an insurance company and does not position itself as an active ESG investor. The ownership is individual rather than institutional, and the adviser’s business model emphasizes building client plans and outsourcing investment implementation where specialist managers are required. That selection-of-advisers focus suggests the firm acts more as a portfolio allocator and manager-of-managers than as a provider of in-house investment products.

Investments & Alternatives

Location & Offices