Roger Elliott is a CFA-designated registered investment advisor at Elliott Capital Management, INC., based in Bloomington, IL, with 23 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 78 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.3M | 1.00% |
| $1.3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
202 N. Center Street, Suite 1-West, Bloomington, IL, 61701-3901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Elliott Capital Management, INC.
Previous Registrations
Elliott Capital Management, INC.
Elliott Capital Management, INC.
State Registrations1 state
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