ELM Asset Management provides investment advice to individuals, trusts, estates, and charities. ELM manages accounts with the ability to make investment decisions. ELM works with clients to understand their goals, risk tolerance, and financial situation to create a suitable portfolio. Clients receive transaction and monthly statements and can discuss their accounts with advisors.
Assets Under Management$6.4M
Clients14
Advisors2
Avg. per Client$460K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K+ | 0.50% |
ELM may charge a client a different rate than indicated on the above schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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