Ellija Capital Management offers investment management services with asset allocation and portfolio monitoring. They also provide investment advice and consulting services covering retirement, education, and investment planning, as well as insurance and estate planning. Clients receive personalized advice based on their financial situation and goals.
Assets Under Management$57M
Clients381
Advisors2
Avg. per Client$150K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.60% |
| $50K - $75K | 1.20% |
| $75K - $750K | 1.00% |
| $750K - $1.0M | 0.84% |
| $1M+ | 0.84% |
Fees are negotiable for accounts over $1,000,000, but will never exceed 0.84% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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