Elk Hill Advisors (EHA) offers investment management services, creating diversified portfolios of mutual funds and exchange-traded funds (ETFs) based on a client's individual needs and risk tolerance. EHA may also use individual fixed income securities. EHA also provides consulting services to sponsors of defined contribution or profit-sharing plans, including analyzing mutual funds, creating model portfolios, and providing advice to participants. EHA may work with Banks Channel Advisors (BCA) on certain client relationships, sharing fees equally.
Assets Under Management$100M
Clients225
Advisors2
Avg. per Client$450K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees may be negotiable both above and below the stated schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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