Elphinstone is an automated software platform, or robo-advisor, that provides portfolio management services. Investment advice is based on information clients provide during onboarding. Elphinstone offers advised portfolios based on client preferences for conventional or Islamic investing. Clients can also make self-directed investment decisions. Elphinstone partners with broker-dealers to offer brokerage services and accounts.
Assets Under Management$990K
Clients579
Advisors1
Avg. per Client$1.7K
Avg. per Advisor$990K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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