Elizabeth Li
Elizabeth Li is a CFP-designated registered investment advisor at Ehmli Investment Advisors LLC, based in Dayton, OH, with 23 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 84 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EHMLI Investment Advisors charges a percentage of your investments annually, with a minimum annual fee. Smaller accounts are charged a minimum annual maintenance fee and by transactions. The fees are:
- $1-$100,000: 1.0% (minimum annual fee $150)
- $100,001-$300,000: 0.75% (minimum annual fee $500)
- $300,001-$1,000,000: 0.5% (minimum annual fee $1,000)
- $1,000,001-$2,500,000: 0.4% (minimum annual fee $2,500)
- $2,500,001-$5,000,000: 0.3% (minimum annual fee $4,000)
- Over $5,000,000: Negotiable (minimum annual fee $5,000)
Location
7026 Corporate Way, Suite 111, Dayton, OH, 45459
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Elizabeth is the principal and managing member of EHMLI Investment Advisors LLC, a registered investment advisory firm. She also provides tax preparation and planning services through EHMLI Inc., dedicating full-time hours during tax season and a few hours per week otherwise, and works as an independent life and health insurance agent a few hours per week.
Employment History
Current Registrations
Ehmli Investment Advisors LLC
Previous Registrations
Royal Alliance Associates, INC.
Lincoln Financial Advisors Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.