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    Are you a fiduciary?

  • Yes, as a CFP professional, I am obligated to always act in my client’s best interests.
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    What is the minimum for investment management?

  • We have found we typically are able to add the most value when investable assets are $500,000 and above.
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    Where do you custody client assets?

  • Client’s investment portfolios are held at Fidelity Investments.
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    What is the cost* structure?

  • For Managed Investment accounts and holistic financial planning services:

    • $0 – $1M = 1.00%
    • $1M – $3M = 0.90%
    • $3M – $5M = 0.80%
    • $5M – + = 0.70%/negotiable

    Strictly Financial planning without Investment Management Services:

    • Typically $2,000 - $10,000 depending on complexity of plan

* Please refer to the Ellis Investment Partners, LLC disclosure brochure for a complete discussion of services and fees.