Elderkin Wealth Management (EWM) provides both investment management and financial planning services. For investment management, EWM offers both discretionary (where they make trades for you) and non-discretionary (where you approve each trade) options. Financial planning includes a full evaluation of your financial situation, covering goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning.
Assets Under Management$1.2M
Clients1
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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