Elementum Capital

Fee-Only (% of Portfolio)Fixed/Hourly

Elementum Capital provides investment consulting and subadvisor services. Investment consulting includes research reports, webinars, and market recaps offered to third-party advisors. As a subadvisor, Elementum Capital provides portfolio management services to other advisors. Elementum Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, venture capital funds and private placements.

Assets Under ManagementN/A
Clients1
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Elementum Capital | TrueAdvisor