ELE Advisory Services offers portfolio management based on individual client goals and risk tolerance. They create investment plans and may request authority to make trades without client permission for each transaction. ELE Advisory Services also offers financial planning covering investments, insurance, taxes, retirement, college, debt, and credit. They may also direct clients to third-party investment advisors and offer retirement planning seminars.
Fee Structure
ELE Advisory Services charges a percentage of your portfolio each year. The exact percentage is determined at the start of the engagement, but will not exceed 3% annually, including any fees paid to a third-party money manager. A one-time financial wellness fee of $500 is charged to open an account, but this fee is negotiable.