Ele Advisory Services, INC

Assets Under Management

$125.5M

Number of Clients

1,156

Number of Advisors

14

Average Client AUM

$109K

AUM per Advisor

$9.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

ELE Advisory Services offers ongoing portfolio management based on client goals and risk tolerance. They create investment policy statements and request discretionary authority. Financial planning includes investment, insurance, tax, retirement, college, and debt planning. They may direct clients to third-party investment advisers.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

14 Advisors at this firm