Elements 5 Investment Management provides personalized financial planning, investment management, and financial consulting services. Elements 5 acts as a legally required to act in your best interest. The firm focuses on clients who own businesses and pass-through entities, entrepreneurs, independent inventors, and retirees.
Assets Under Management$11M
Clients20
Advisors1
Avg. per Client$540K
Avg. per Advisor$11M
Fee Structure
Minimum Annual Fee:$5,000
Elements 5 provides investment management services for an annual fee, charged quarterly.
- Under $500,000: $5,000 (flat fee)
- $500,000 up to $1,000,000: 1.00% per year
- Over $1,000,000: Up to 1.00% per year
There is a minimum quarterly fee of $1,250 ($5,000 annually). Fees may be negotiable depending on the client's situation.
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