Ellsworth Advisors offers wealth management services tailored to individual client goals, including investment strategy, asset allocation, and retirement and estate planning. They also provide pension consulting services to retirement plans and financial consulting services, including financial plan development, estate planning, and tax advice. Ellsworth Advisors may recommend third-party investment advisors and private equity funds.
Assets Under Management$1.4B
Clients860
Advisors14
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable depending upon the needs of the Client and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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