Elessar Wealth offers discretionary and non-discretionary investment management, along with financial planning and consulting services. Elessar Wealth works with individuals, high-net-worth individuals, corporations, and other businesses. Investment management services involve building customized portfolios using individual securities, mutual funds, exchange-traded funds, and third-party investment managers, with ongoing monitoring and rebalancing. Elessar Wealth also provides standalone financial planning covering topics like retirement, estate planning, and insurance, either as part of an investment management relationship or through separate fixed-fee or hourly engagements. Elessar Wealth is legally required to act in your best interest when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50%. Fees are negotiated on a case-by-case basis depending on portfolio size, composition, and client needs.