Frank Elmer Investment Strategies creates mutual fund portfolios for clients based on their goals, financial situation, and risk tolerance. The firm primarily uses mutual funds and exchange-traded funds (ETFs), along with individual stocks and bonds. Advice is tailored to each client through an Investment Policy Statement, which guides the management of their portfolio. Clients can also place restrictions on the types of securities in their portfolios.
Assets Under Management$34M
Clients60
Advisors1
Avg. per Client$570K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedule may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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