Ellis Investment Partners provides investment management and financial planning services. Investment management includes creating portfolios with mutual funds, stocks, bonds, and ETFs. Financial planning can be comprehensive or focus on specific areas like retirement or estate planning. Ellis may recommend third-party investment managers. Ellis also offers consulting services on a limited basis. Ellis typically recommends that clients start with a minimum portfolio of $250,000.
Assets Under Management$920M
Clients824
Advisors18
Avg. per Client$1.1M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Family accounts may be combined for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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