ELR Capital Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. ELR Capital creates an Investment Policy Statement for each client. ELR Capital generally limits its investment advice to fixed income securities, equities, ETFs, commodities and non-U.S. securities. Clients can impose restrictions on investing in certain securities.
Assets Under Management$550K
Clients1
Advisors1
Avg. per Client$550K
Avg. per Advisor$550K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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