Elgon Financial Advisors provides investment management and financial planning services. They help clients invest their money based on their individual needs and goals. Elgon Financial Advisors also offers financial planning services, which include evaluating a client's current and future financial state. They may recommend third-party professionals, but clients are not obligated to use them. Elgon Financial Advisors also provides educational seminars.
Assets Under Management$9.3M
Clients17
Advisors1
Avg. per Client$550K
Avg. per Advisor$9.3M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
For clients with less than $500,000 in AUM, the advisory fee consists of a flat annual fee starting at $6,750. First year fee is $8,600. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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