Elliot Smith
Elliot Smith is a registered investment advisor at Elysium Wealth Management, LLC, based in South Jordan, UT, with 5 years of industry experience. Elliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 418 clients with $160M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
Fees are calculated on a breakpoint basis. The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.). Employees, legacy clients, friends and family may be offered discounted or waived fees for services. The fees listed above do not include all fees paid to other advisers, including sub-advisers as part of the portfolio management service.
Fee Estimator
Location
1802 W. South Jordan Parkway, #130, South Jordan, UT, 84095
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
Elliot is an insurance agent since 2017, dedicating minimal time to this activity. He is also a partner at Pearson Butler, PLLC, a law firm, spending significantly more than full-time hours there, with about 75% of his time during securities trading hours. Additionally, Elliot owns Utah CPA Partners, PLLC, a CPA firm, but spends minimal time on it.
Employment History
Current Registrations
Elysium Wealth Management, LLC
Previous Registrations
Wealth Management Cpas, LLC
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.