Elephant Corner Financial offers tailored financial planning and investment management services to individuals. Financial planning includes comprehensive plans, one-year full-service plans, ongoing subscription-based services, and project-based reviews. Portfolio management provides continuous investment management based on individual needs and objectives. Elephant Corner Financial primarily uses long-term buy-and-hold passive investment strategies.
Assets Under Management$90K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$90K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
This is a blended tier schedule, which means that different percentages will be applied to the tiers of asset management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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