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 needs and objectives, using long-term buy-and-hold passive investment strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Blended tier schedule.
Fee Estimator
Financial planning fees vary: Comprehensive plans range from $3,500 to $10,000, one-year full-service plans range from $5,000 to $15,000, ongoing subscription services range from $150 to $1,000 per month, and project-based reviews range from $500 to $3,500 or $350/hour (minimum 5 hours). Portfolio management fees are based on a percentage of assets under management. For example, a $2,000,000 account would be $20,750 annually. Fees are paid monthly and in advance.
Areas of Practice
Location
RI, United States