10Elms is a fee-only registered investment advisor providing wealth management and financial planning services. Wealth management includes ongoing investment advice based on individual client needs, developing a personal investment policy, and managing a portfolio based on that policy. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$120M
Clients41
Advisors4
Avg. per Client$2.9M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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