Elm Tree Capital Management (ETCM) offers portfolio management services for high-net-worth individuals, trusts, and businesses. ETCM uses a buy-and-hold strategy, focusing on income generation through dividend-paying stocks, fixed-income securities, exchange-traded funds (ETFs), and mutual funds. ETCM prioritizes capital preservation through rigorous fundamental analysis and risk management.
Assets Under Management$4M
Clients5
Advisors1
Avg. per Client$800K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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