10elms LLP
Assets Under Management
$109.5M
Number of Clients
41
Number of Advisors
4
Average Client AUM
$2.7M
AUM per Advisor
$27.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
10Elms LLP offers continuous investment advice based on individual client needs, goals, and risk tolerance. They develop personalized investment policies, create and manage portfolios, and review clients' financial history and cash flow needs. They primarily advise on stocks, bonds, ETFs, and mutual funds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K+ | 1.25% |
Fee Estimator
The annual advisory fee is paid quarterly in advance, based on a blended tier schedule. For example, a $2,000,000 portfolio would be charged 1.35% on the first $500,000 and 1.25% on the remaining $1,500,000. Fees are deducted from your account held at a third-party custodian. The minimum account size is $250,000, but this may be waived or reduced on a case-by-case basis.
Areas of Practice
Location
OK, United States