Elderrock Financial LLC offers portfolio management and holistic financial planning services to individuals, families, and employer-sponsored retirement plans. Founded in 2018 and based in Everett, Washington, Elderrock Financial is independently owned and operated by Sean George. The firm builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks, and other securities, tailored to each client's specific goals, risk tolerance, and time horizon. In addition to investment management, Elderrock Financial provides guidance on retirement planning, tax strategies, cash flow management, budgeting, equity compensation, and insurance reviews. For accounts under $50,000, Elderrock Financial typically utilizes a third-party digital investment platform. Comprehensive financial planning is included at no additional cost for clients maintaining at least $50,000 in assets under management with Elderrock Financial. For clients who do not use portfolio management services, financial planning and consulting are available on an hourly basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Household accounts are combined to determine applicable breakpoints.