Elyxium Wealth, LLC offers investment advisory services to individuals and other client types. They provide asset management, creating portfolios of stocks, bonds, ETFs, mutual funds, and private investments tailored to client needs. They also offer comprehensive wealth management, which includes asset management and financial planning. Elyxium Wealth may use third-party investment advisors to implement investment portfolios. The firm aims to understand client goals and risk tolerance to build suitable portfolios.
Assets Under Management$450M
Clients53
Advisors6
Avg. per Client$8.5M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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