ESTATE PERFORMANCE ADVISORS L.L.C.

Overview

Estate Performance Advisors L.L.C. is organized as a limited liability company and operates as an advisor and capital allocator with a focus on financial planning and selecting other advisers for clients. The firm charges clients based on a percentage of assets under management and by the hour, which signals a hybrid advisory approach that can accommodate both ongoing portfolio management and standalone planning engagements. Investment activity centers on third-party manager selection rather than running large in-house wrap strategies. The firm identifies and allocates to outside managers and investment vehicles, with a specific allocation interest in real estate as an alternative asset class and use of mutual funds for core public market exposure. Estate Performance Advisors L.L.C. is not positioned as an active ESG investor, and it maintains an affiliation with an insurance company, which can influence product access and planning solutions used in client work.

Assets & Accounts

Investments & Alternatives

Location & Offices