Elgon Financial Advisors is a registered investment advisor based in Austin, Texas, founded in 2020 by Jane Mepham. The firm offers comprehensive wealth management services that combine ongoing investment management and financial planning. Elgon Financial Advisors builds personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating under a legally required obligation to act in your best interest. In addition to wealth management, the firm provides modular one-time financial planning, retirement plan consulting for employers, educational seminars, and estate planning support through third-party partners. Elgon Financial Advisors primarily serves individuals and high-net-worth clients, focusing on areas such as retirement planning, cash flow management, tax strategies, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
First year flat fee is $9,600. For subsequent years, accounts under $500,000 pay a flat fee starting at $7,500. Accounts over $500,000 use a blended schedule where the first $500,000 is assessed a flat $7,500 equivalent, followed by tiered percentages on higher amounts. Fees are negotiable.
