Ellen J. Webber provides financial planning and investment advisory services to individuals, small businesses, estates, and trusts. Financial planning can include retirement planning, college funding, divorce-related planning, budget assistance, risk management and insurance analysis, and estate planning. For investment advice where Ellen Webber doesn't manage the investments, she reviews existing investment holdings and makes recommendations, but the client is responsible for implementing any changes.
Assets Under Management$49M
Clients56
Advisors1
Avg. per Client$880K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The advisor may at her discretion reduce management fees from this schedule depending on the types of assets under management and the specific needs of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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