Ian Elieff
Ian Elieff is a registered investment advisor at Rightoak Asset Management, LLC, based in Grand Ledge, MI, with 5 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 676 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RightOak Asset Management offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a minimum account size of $250,000, but this may be waived at the firm's discretion. The fee is calculated monthly, based on the value of your portfolio at the end of the previous month.
Location
Grand Ledge, MI
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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 →Other Business ActivitiesSells Insurance
Ian is an insurance agent with Ten Point Financial, LLC, dedicating a few hours per week to insurance sales and using the company name for advisory services. Ian also works at UPS loading cargo planes, dedicating about a quarter of his time.
Employment History
Current Registrations
Rightoak Asset Management, LLC
Previous Registrations
Gradient Wealth Management
State Registrations2 states
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.