Ellsworth Advisors offers ongoing individual wealth management, portfolio management, and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Ellsworth Advisors creates personalized Investment Policy Statements and assists clients with asset allocation, retirement planning, estate planning, tax guidance, and alternative investments. The firm primarily recommends individual stocks, mutual funds, fixed income securities, exchange-traded funds, and private placements. In addition to individual wealth management, Ellsworth Advisors provides pension consulting for corporate retirement plans and family office services for high-net-worth clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the needs of the client and the complexity of the situation.