H. Elliot Associates, LLC provides comprehensive financial planning, non-discretionary portfolio management, retirement planning, and federal tax mitigation services. Founded by Harold E. Hodges, the firm specializes in working with federal government employees on federal pension and Thrift Savings Plan optimization, as well as assisting small business owners and high-net-worth individuals with estate coordination and tax strategies. Operating as a fee-only registered investment advisor, H. Elliot Associates, LLC does not accept commissions or product sales revenue. Clients can choose from several engagement options, including tiered asset management, ongoing subscription planning, standalone project modules, and hourly consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.19% |
| $3.0M - $5.0M | 0.98% |
| $5M+ | 0.77% |
Fees are billed quarterly in arrears using a blended rate schedule. Advisory fees are generally negotiable based on complexity and assets.