Element Wealth offers personalized investment management, financial planning, and consulting services. They work with clients to determine their investment objectives and risk tolerance to develop a tailored strategy. For investment management, Element Wealth can manage accounts with discretion, selecting investments without prior approval, or non-discretionary, where the client implements the advice. They also offer sub-advisory services to other registered investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. There are existing accounts of Element Wealth who may be under an investment advisory agreement with a different fee schedule. Element Wealth reserves the right to “Grandfather” (not increase or decrease) fees applicable to such accounts.