Elliott Financial, led by Bret Elliott, offers financial planning and investment management services. Bret reviews clients’ financial situations, goals, and risk tolerance to create financial plans and manage investment accounts. Portfolios are diversified and consist primarily of no-load mutual funds and exchange-traded funds. Elliott Financial operates on a fee-only basis, receiving income directly from clients and not accepting commissions.
Assets Under Management$23M
Clients43
Advisors1
Avg. per Client$530K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Total fees charged will not exceed 2% of assets under management per year and fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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