ELM Wealth Advisory provides customized investment management services on a discretionary and non-discretionary basis to individual clients and trustees of high-net-worth trusts. The firm builds tailored portfolios primarily using individual equities, investment-grade bonds, publicly traded real estate investment trusts, mutual funds, and exchange-traded funds. ELM Wealth Advisory follows a strategic long-term allocation approach, while also incorporating fundamental analysis in selecting investments and managing risk. In addition to investment management, representatives of ELM Wealth Advisory may offer life, accident, and other lines of insurance products in a separate capacity as insurance producers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees are calculated on a blended tier schedule and may be negotiated at the sole discretion of the Advisor for accounts over $25 million.