Element Wealth LLC, operating as Element Risk Wealth Advisors, provides personalized investment management and financial planning services to individuals, families, trusts, estates, and business entities. The firm offers discretionary asset management directly or by utilizing third-party managers to build customized portfolios based on each client's specific goals, time horizon, and risk tolerance. In addition to portfolio management, Element Wealth creates comprehensive financial plans covering cash flow analysis, retirement strategies, risk management, tax reduction strategies, and estate preservation. The firm also provides retirement plan consulting services for employers. Element Wealth operates with a legal obligation to act in your best interest and uses Charles Schwab & Co. as its primary custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. In addition to the annual fee, a $15 quarterly service fee applies per account or investment strategy.