Elliot Investment Management offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to outline their current situation and construct a plan to select a suitable portfolio. Elliot Investment Management primarily uses mutual funds, equities, bonds, fixed income, debt securities, and ETFs, but may also offer advice on real estate, insurance products including annuities, private placements, and government securities.
Assets Under Management$40M
Clients19
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and range from 0.50% to 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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