Elephant Corner Financial

Assets Under Management

$0

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

$0

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Elephant Corner Financial LLC provides tailored financial planning and portfolio management services. Financial planning includes comprehensive plans, one-year full-service plans, ongoing subscription-based services, and project-based reviews. Portfolio management offers continuous investment management based on individual goals and objectives.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2.0M - $5.0M0.80%
$5M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
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Location

RI, United States

1 Advisors at this firm