Elliott Capital Management (ECM) manages investment portfolios for clients based on their individual needs and goals. ECM develops a personal investment policy or plan with an asset allocation target and manages a portfolio based on that policy. ECM gathers information about a client's objectives, time horizon, risk tolerance, and liquidity needs to create a tailored investment plan.
Assets Under Management$13M
Clients78
Advisors1
Avg. per Client$160K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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