ELM Wealth Advisory provides investment advice to individuals and trustees of high-net worth trusts. ELM manages portfolios on a discretionary or non-discretionary basis, using strategic and tactical allocation strategies. The firm invests in various securities, including equities, bonds, REITs, and occasionally mutual funds and limited partnerships. ELM tailors its services to each client's needs and investment restrictions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
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 may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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