Elliker Financial provides investment management and financial planning services. Elliker Financial primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Financial planning includes business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management and tax planning strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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