Financial Elements, Inc. is an independent registered investment advisor founded in 2008 and led by principal Brenda Knox. Located in Rolling Meadows, Illinois, the firm provides personalized investment management and broad-based financial planning services to individuals, families, trusts, estates, and business entities. The firm focuses on long-term, globally diversified asset allocation using mutual funds and exchange-traded funds, tailored to each client's specific time horizon and risk tolerance. Financial Elements operates legally required to act in your best interest, meaning they must put your financial well-being ahead of their own. The firm primarily recommends Charles Schwab & Co. as the custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Client accounts may be aggregated for fee calculations. Fees are negotiable based on factors like anticipated future assets and account composition.
