Element Wealth Advisors provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Services include asset management, financial planning, and retirement planning. Element Wealth Advisors may recommend third-party managers and receives referral fees from them.
Assets Under Management$18M
Clients171
Advisors2
Avg. per Client$110K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. A $15 quarterly service fee is charged per account or investment strategy for performance and other reporting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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