Blue Elm Advisors (BEA) manages investment portfolios based on clients' individual needs and goals. BEA also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered as an ongoing comprehensive service or an hourly service.
Assets Under Management$5.6M
Clients15
Advisors2
Avg. per Client$370K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1M+ | 1.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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