Eltekon Advisors offers portfolio management through its Eltekon Asset Management Service (TEAMS). It also provides financial planning and consulting services, including retirement planning, investment planning, estate planning, insurance planning, and college planning. Eltekon also offers a Family Office service and a Real Estate Advisory and Finance (REAF) division.
Assets Under Management$340M
Clients500
Advisors7
Avg. per Client$680K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Accounts that fall below $100,000 value will be assessed a minimum annual fee of $2,500. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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