Elios Financial Group provides financial planning and consulting services to individuals and families, covering areas like retirement, estate, tax, and education planning. They also offer wealth management services tailored to individual needs and investment objectives. Elios Financial Group manages investment portfolios on a discretionary or non-discretionary basis, monitoring performance and rebalancing as needed. They may use third-party money managers.
Assets Under Management$270M
Clients283
Advisors2
Avg. per Client$970K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts above $5,000,000. In addition to the investment management fee, the client pays an annual program fee of 0.25%, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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