Elk River Wealth Management provides investment and financial planning services tailored to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. Elk River offers continuous client engagement while providing investment management and financial planning services. They may recommend unaffiliated investment managers and receive compensation from lenders for client participation in lending programs.
Assets Under Management$970M
Clients285
Advisors8
Avg. per Client$3.4M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
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. The total blended fee, including Elk River's fee and the Independent Manager's fee, will not exceed 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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