Elder Law Management provides investment advice to individuals, pensions, trusts, estates, and businesses. ELM tailors investment portfolios to meet the specific needs of its clients by matching their goals and risk profiles with specific blends of expected income and return. Clients may impose restrictions on investing in certain securities or types of securities. ELM offers non-discretionary portfolio management services, meaning they must obtain your approval before executing any transactions on your behalf.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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