ELLS Financial Services, based in Anaheim, California, recommends that clients use Oppenheimer & Co. for investment advice. ELLS gathers information about your financial situation and objectives and then recommends Oppenheimer. ELLS does not manage assets or provide investment recommendations directly. ELLS receives a portion of the advisory fees you pay to Oppenheimer.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
ELLS Financial Services does not directly manage your investments. Instead, they recommend Oppenheimer & Co. to manage your money. Oppenheimer typically charges up to 1% of the value of your portfolio annually. ELLS Financial Services receives 34% of the fee you pay to Oppenheimer.
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