Elemental Wealth Advisors (EWA) manages investment portfolios and offers financial planning services. EWA creates tailored investment plans based on individual client needs and goals. Financial planning services cover retirement, risk management, college savings, cash flow, debt management, and estate planning. EWA also provides ongoing financial planning for a fixed monthly fee.
Assets Under Management$9.4M
Clients15
Advisors1
Avg. per Client$630K
Avg. per Advisor$9.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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