Elysium Wealth offers financial planning and investment management services. Financial planning covers cash flow, retirement, investments, insurance, and education savings. For investment management, Elysium Wealth uses sub-advisors for back-office support, trading, and research. Elysium Wealth is responsible for the client relationship and overall investment strategy. They also offer wealth consulting for specific needs on a one-time or ongoing basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
Fees are calculated on a breakpoint basis. The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.). Employees, legacy clients, friends and family may be offered discounted or waived fees for services. The fees listed above do not include all fees paid to other advisers, including sub-advisers as part of the portfolio management service.