Elyxium Wealth, LLC is a registered investment advisor founded in 2023 and based in Beverly Hills, California. Elyxium Wealth offers comprehensive wealth management services, combining portfolio management with financial planning and consulting. The firm tailors its services to individual client needs, risk tolerances, and time horizons, allowing clients to place reasonable restrictions on portfolio holdings. In addition to traditional investment strategies utilizing stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, Elyxium Wealth occasionally structures special purpose vehicles to provide clients with indirect exposure to shares of privately held companies. Elyxium Wealth acts as a fiduciary, legally required to act in your best interest, and uses third-party investment managers to help implement custom portfolios. The firm maintains relationships with major custodians like Fidelity and Charles Schwab to hold client assets and execute trades.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee will not exceed 1.00%. Fees are negotiable and billed quarterly in arrears. Third-party manager fees are in addition to Elyxium Wealth's advisory fees.