Ike Elele is a CFP-designated registered investment advisor at Capitalwize, LLC, based in Atlanta, GA, with 7 years of industry experience. Ike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 45 clients with $1.4M 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 $250K | 0.99% |
| $250K - $1000K | 0.75% |
| $1000K+ | 0.75% |
Fees include the Betterment for Advisors platform fee of 0.20%. The annual fee may be negotiable for accounts over $1,000,000.
Fee Estimator
Location
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309
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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.
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Ike works as a dance instructor for University Park Junior Cotillion, spending minimal time per month. Ike also provides math tutoring services at Mathnasium, dedicating about 10-20% of his time.
Employment History
Current Registrations
Capitalwize, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
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.