Element Risk Wealth Advisors (ERWA) provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. ERWA offers ongoing asset management, financial planning, and retirement planning services. They may also recommend third-party managers. Investment strategies are tailored to client goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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