Ell Wess Advisors provides financial planning and portfolio management services. Financial planning covers investment, insurance, tax, retirement, and college planning. Portfolio management is tailored to each client's goals, risk tolerance, and time horizon, and includes regular monitoring. Ell Wess also offers Wealth Assessment, Wealth Creator, Wealth Management, and Wealth Preserver services. When providing investment advice regarding retirement accounts, Ell Wess acts as a fiduciary.
Assets Under Management$2.6M
Clients7
Advisors2
Avg. per Client$370K
Avg. per Advisor$1.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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