Elk River Wealth Management offers wealth management services to individuals, high-net-worth individuals, trusts, estates, businesses, and charitable organizations. The firm provides ongoing management of investment portfolios alongside personalized financial planning. Portfolios are constructed using a mix of individual stocks, bonds, exchange-traded funds, mutual funds, and options, or by utilizing independent managers. Financial planning covers areas such as retirement, education savings, insurance needs, and overall investment strategy. Elk River Wealth Management operates as a registered investment advisor with the U.S. Securities and Exchange Commission.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable at the sole discretion of the firm. Aggregate assets under management are taken into consideration.