Elgon Financial Advisors
Assets Under Management
$6.8M
Number of Clients
13
Number of Advisors
1
Average Client AUM
$521K
AUM per Advisor
$6.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Elgon Financial Advisors LLC provides investment management and financial planning services. Investment management involves continuous advice based on individual client needs. Financial planning covers cash flow, college savings, estate planning, insurance, retirement, and tax strategies. They also offer project-based consulting and retirement plan consulting.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Annual fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, ranging from 0.30% to 1.00%. Comprehensive financial planning includes an initial fee up to $5,000, plus an annual fixed fee between $5,000 and $42,000 for clients with less than $500,000 in AUM. Project-based financial planning fees range from $3,000 to $20,000, or up to $500 hourly. Estate planning fees range up to $3,500. Educational seminars range from $0 to $12,000 per seminar or $0 to $600 per participant. Fees are negotiable.
Areas of Practice
Location
TX, United States
