The Ellerson Group INC
Assets Under Management
$261.1M
Number of Clients
105
Number of Advisors
2
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$130.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
The Ellerson Group offers financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan their estate. The Ellerson Group is a fee-only firm, meaning it doesn't sell financial products or receive commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
The minimum annual fee is $7,500 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Areas of Practice
Location
415 Fourth Street, Suite 101, Annapolis, MD, 21403