Eliason Wealth Management (EWM) provides investment advice and financial planning to individuals, high-net-worth individuals, and pension plans. EWM creates personalized investment strategies based on your goals, risk tolerance, and time horizon. Services include investment planning, insurance, tax, retirement, college, and debt/credit planning. EWM also offers pension consulting services to employee benefit plans.
Assets Under Management$2.5M
Clients25
Advisors1
Avg. per Client$100K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
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 - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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