Ellis Financial Group, operating as Vested Partners, provides investment management and financial planning services. EFG offers several service categories, including full service, investment services, and financial planning services. EFG analyzes a client's financial situation and recommends strategies, including investment repositioning. Other professionals, like lawyers and accountants, are engaged directly by the client as needed.
Assets Under Management$95M
Clients96
Advisors2
Avg. per Client$990K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
These fees apply to the Full Service option. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The Investment Services and Foundational Services options charge 1% annually. The Assets Held Away option charges 1.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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