Elemental Capital Management offers investment management services to individuals, high net-worth families, trusts, retirement plans, charitable organizations, and businesses. ECM consults with clients to determine investment guidelines and risk tolerance. ECM primarily manages portfolios on a discretionary basis, but can also manage them non-discretionary. ECM may also provide additional services in coordination with clients’ tax, insurance, and legal advisors.
Assets Under Management$43M
Clients33
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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