Ele Advisory Services, INC
Assets Under Management
$125.5M
Number of Clients
1,156
Number of Advisors
14
Average Client AUM
$109K
AUM per Advisor
$9.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ELE Advisory Services, Inc. provides ongoing portfolio management based on client goals and risk tolerance. Services include investment strategy, asset allocation, and portfolio monitoring. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. They may direct clients to third-party investment advisers.
Fee Structure
Investment supervisory fees are up to 3% annually, determined at engagement and negotiable. A one-time financial wellness fee of $500 is assessed to open an account, also negotiable. Financial planning fees are fixed at $250 or higher, depending on complexity. Hourly fees range from $150 to $250. Retirement planning seminars are free. Clients are responsible for third-party fees like custodian and transaction fees.
Areas of Practice
Location
18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075