Elbridge Wilkinson is a registered investment advisor at Wilkinson Wealth Management, LLC, based in Tucson, AZ, with 19 years of industry experience. Elbridge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 227 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are not tiered. The stated percentage applies to the entire portfolio value. If Wilkinson Wealth Management uses a third-party money manager, the maximum annual fee charged to clients will not exceed 2.00%.
Fee Estimator
Location
7411 E Tanque Verde, Tucson, AZ, 85715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wilkinson Wealth Management, LLC
Previous Registrations
Imus Wilkinson Investment Management, LLC
RBC Capital Markets, LLC
State Registrations2 states
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