Elle Investment Group (EIGL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. EIGL creates an Investment Policy Statement for each client to guide investment decisions. EIGL may also direct clients to third-party investment advisors or act as a subadvisor to other firms. EIGL primarily advises on mutual funds, equities, bonds, fixed income, and ETFs.
Assets Under Management$15M
Clients80
Advisors1
Avg. per Client$190K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees above $1,000,000 are negotiable. Client accounts using the firm's active investment models will also be charged an additional annual platform fee of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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