Ella Financial Advising (EFA) manages investment portfolios and provides financial planning services. EFA works with clients to establish financial goals and values, then develops and implements a plan. Services include investment management, ongoing financial planning, and hourly financial planning. EFA also provides customized financial consulting services.
Assets Under Management$110M
Clients44
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.45% |
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis once the market value of the assets under management surpasses the annual minimum fee amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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