Elliott Capital Management provides continuous investment management services for individuals and families. The firm builds individually tailored portfolios primarily using a passive asset allocation strategy, focusing on exchange-traded funds and mutual funds based on each client's specific goals, time horizon, and risk tolerance. Elliott Capital Management is led by founder Roger D. Elliott and emphasizes modern portfolio theory to help clients manage risk while seeking long-term returns. The firm does not offer standalone financial planning as a separate fee-based service, though personalized recommendations are incorporated into the investment management relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.3M | 1.00% |
| $1.3M+ | 0.75% |
Fees are negotiable and assessed as a blended rate paid quarterly in advance.