Ellis Investment Partners provides personalized portfolio management and financial planning services for individuals, high-net-worth families, small businesses, and retirement plans. The firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and direct indexing strategies through custodians like Fidelity Investments and Charles Schwab. Ellis Investment Partners follows a dynamic asset allocation approach and offers both discretionary management, where the firm makes trades on your behalf, and non-discretionary management, where you approve trades first. In addition to investment management, the firm creates comprehensive or segmented personal financial plans covering retirement, taxes, insurance, and estate coordination. Ellis Investment Partners also provides consulting services for specific financial concerns and advisory services for retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable under certain limited circumstances at the firm's discretion. Family member account values living in the same household may be combined to meet breakpoints.