Elion Financial, LLC is a registered investment advisor based in Tucson, Arizona, founded by Lauren Mishra. The firm specializes in comprehensive portfolio management, combining ongoing investment management with tailored financial planning. Elion Financial helps individuals and high-net-worth clients navigate retirement planning, tax strategies, estate planning, and risk management. The firm utilizes fundamental, quantitative, technical analysis, and modern portfolio theory to construct long-term investment strategies primarily using mutual funds, exchange-traded funds, equities, and fixed income securities. Elion Financial acts in the client's best interest as a financial advisor and tailors its services to each client's specific goals, risk tolerance, and personal values.
Fee Structure
Elion Financial charges an annual advisory fee for comprehensive portfolio management based on your investable assets, annual income, and financial complexity. The fee generally ranges from $3,000 to $50,000 per year and is calculated using a formula that combines an investment portfolio base fee, an annual income component, and a complexity factor.
- Investment Portfolio Base Fee: Starts at $3,000 for portfolios up to $300,000 and scales upward depending on the size of your portfolio.
- Annual Income Component: Calculated as your total annual income multiplied by 0.008.
- Complexity Factor: Multiplier ranging from 0.8 to 1.2 based on the complexity of your financial situation, tax needs, and account types.
For accounts with approximately $3,500,001 or more, the fee is negotiated directly. Fees are billed quarterly in arrears.
