CS Ellis provides financial planning and investment advice regarding equity, fixed income and derivative securities. CS Ellis offers ongoing portfolio management services based on the individual goals, investment objectives, time horizon, and risk tolerance of each client. Advisory Services include asset allocation, income optimization strategies, investment strategies, longevity planning, personal investment policy, portfolio monitoring and risk tolerance. Client funds and or securities are not held by the firm.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
The maximum advisory fee that can be charged is set at 2.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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