Elm3 Financial Group offers investment guidance, portfolio management, and financial planning services. Elm3 focuses on building client investment portfolios through individual bonds and equities for tax efficiency. Elm3 works with clients to define their goals and objectives and align investment strategies with those goals. Financial planning services include retirement savings, college planning, divorce counseling, and estate planning.
Assets Under Management$190M
Clients287
Advisors3
Avg. per Client$660K
Avg. per Advisor$63M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Quarterly fees may be less for employee-related accounts, at Elm3's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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