ELM Asset Management provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable entities. Led by John McCallon, the firm uses a discretionary approach to manage client portfolios, meaning ELM Asset Management makes investment decisions on your behalf based on your goals and risk tolerance. The firm builds customized portfolios using individual stocks, bonds, options, and mutual funds, implementing strategies focused on growth or income. ELM Asset Management requires a minimum investment of $250,000 to open an account, though family accounts can be combined to meet this requirement.
Assets Under Management$5.9M
Clients13
Advisors2
Avg. per Client$460K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K+ | 0.50% |
ELM Asset Management, at its discretion, may charge a client a different rate than indicated on the schedule.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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