Financial Elements offers financial planning and investment management services. Financial planning covers areas like retirement, taxes, estate, insurance, and college planning. Investment management involves managing client accounts with discretion, primarily using mutual funds. Financial Elements works with individuals, pensions, trusts, estates, charities, corporations, and business entities.
Assets Under Management$190M
Clients124
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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. Financial Elements may negotiate to waive its stated account minimum or charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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