Ellerbrock-Norris Wealth Strategies provides investment management services, where they make investment decisions for you based on your financial situation and goals. They also offer financial planning, covering topics like retirement, education savings, and estate planning. They may recommend other investment advisors to manage parts of your portfolio. Ellerbrock-Norris also provides pension consulting services to retirement plans.
Assets Under Management$170M
Clients85
Advisors3
Avg. per Client$2M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Clients may also incur additional fees charged by Parametric Portfolio Associates LLC, ranging from 0.15% to 0.39% per year. The total fee charged to clients by Ellerbrock-Norris, Focus Partners Advisor Solutions, LLC, and Parametric will not exceed 2% of assets under management annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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