Element Wealth is a registered investment advisor based in Ridgeland, Mississippi, providing personalized investment management, financial planning, and consulting services. Founded in 2006, the firm is wholly owned by Ross & Yerger Insurance, Inc. Element Wealth manages both discretionary and non-discretionary portfolios for individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm builds customized portfolios or utilizes model portfolios consisting of individual securities, exchange-traded funds, and mutual funds, employing intermediate relative strength and technical analysis strategies. In addition to direct portfolio management, the firm offers advisory consulting services for specific financial topics and acts as a sub-advisor for other advisory firms. Element Wealth requires an investment minimum of $250,000 for individual accounts, though this minimum may be waived under certain circumstances.
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. Household accounts may be combined to lower the applicable fee tier. Employer-sponsored retirement plan fees are 1.00% for plans $5,000,000 and under, and 0.75% for plans over $5,000,000.