Elbrus Partners offers portfolio management services to clients participating in its wrap fee program, known as the Elbrus Partners Managed Asset Program (EPMAP). They create investment plans based on each client's goals, risk tolerance, and time horizon. Elbrus Partners has the authority to make investment decisions without asking clients first, but clients can set restrictions on certain investments. They primarily invest in equities and mutual funds/exchange-traded funds.
Assets Under Management$9.3M
Clients21
Advisors1
Avg. per Client$440K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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