Elm Capital Management offers investment advice tailored to individual needs and objectives. They provide non-discretionary portfolio management services, meaning you must approve each transaction before it's executed. They may invest your assets in model portfolios with varying risk tolerances. Elm Capital Management also offers pension consulting services to employee benefit plans, including plan reviews, fund selection advice, and participant education.
Assets Under Management$130M
Clients564
Advisors6
Avg. per Client$240K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for amounts greater than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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