Elswick Investments provides personalized investment management and financial planning services for individuals, high-net-worth clients, trusts, and businesses. Elswick Investments builds customized portfolios based on each client's goals, time horizon, and risk tolerance, offering both discretionary trading and collaborative non-discretionary management. In addition to managing investments, Elswick Investments creates comprehensive financial plans covering retirement strategies, cash flow analysis, tax reduction, risk management, estate preservation, and education funding. The firm also provides consulting services for retirement plans under federal retirement plan rules. Elswick Investments operates as a registered investment advisor based in Chicago, Illinois, led by founder and sole owner Elizabeth Elswick.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.05% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are billed monthly in arrears. Annual fees are negotiable based on criteria such as relationship history, account composition, and asset size.