Elm Partners provides investment advice to pooled investment vehicles, investment companies like ETFs, and individual clients. For individual clients, Elm Partners manages portfolios with a dynamic asset allocation strategy, rebalancing towards a target portfolio based on valuation and momentum. Elm Partners also offers financial planning through its Lifetime Investing & Spending Analysis Service, providing recommendations based on a client's financial situation and goals.
Assets Under Management$2B
Clients505
Advisors7
Avg. per Client$4M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.12% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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