Assets Under Management
$109.5M
Number of Clients
41
Number of Advisors
4
Average Client AUM
$2.7M
AUM per Advisor
$27.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
10Elms LLP offers continuous investment advice based on individual client needs, goals, and risk tolerance. They develop personalized investment policies and manage portfolios primarily using stocks, bonds, ETFs, U.S. government and municipal securities, mutual funds, and cash equivalents. They may recommend third-party professionals but receive no compensation from them.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K+ | 1.25% |
Accounts of members of the same household may be aggregated.
OK, United States