Eliot Rose Wealth Management offers financial planning and investment management services. Financial planning covers retirement, tax optimization, estate planning, and other areas tailored to individual needs. Investment management involves creating and managing portfolios using diversified strategies across various investment types. Eliot Rose primarily serves retirees and individuals nearing retirement, focusing on their unique financial challenges and goals.
Assets Under Management$190M
Clients141
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are billed quarterly in arrears. Eliot Rose has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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