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.
Assets Under Management$260M
Clients105
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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