Advisor at EHMLI Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
EHMLI Investment Advisors LLC
Location
Dayton, OH 45459
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Elizabeth Li is a CFP® with 23 years of industry experience and serves as the principal and managing member of EHMLI Investment Advisors LLC. She has been affiliated with Royal Alliance Associates, INC. since 2003. In addition to her advisory role, Li is an adjunct instructor in economics and finance at Northern Kentucky University and provides tax preparation, estate planning, and insurance services through related business activities. EHMLI Investment Advisors LLC offers fee-based financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with an affiliated CPA practice, emphasizing tax-efficient strategies and income needs while coordinating investment decisions with broader tax and estate planning considerations.
Based on EHMLI Investment Advisors LLC
Fixed fees or invoices based on time spent for engagements under $500; retainer agreements with minimum annual fee of $500
$1 - $100,000: 1.0% $100,001 - $300,000: 0.75% $300,001 - $1,000,000: 0.5% $1,000,001 - $2,500,000: 0.4% $2,500,001 - $5,000,000: 0.3% >$5,000,000+: negotiable
Insurance commissions earned by Principal as licensed insurance agent (not from advisory services)
Hourly fee of $130/hour with a minimum of half an hour for financial planning consultation; $150/hour for tax planning for non-investment clients
Minimum fee: Minimum annual fee of $100 for investment management clients; minimum annual fee of $500 for Retainer Agreement Fee-only: Fee-only financial planning and investment management; no commissions accepted for investment advisory services
7026 Corporate Way, Suite 111
Dayton, OH 45459
Ohio
Royal Alliance Associates, INC.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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What About Us Financial
MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
CFA®, Series 66
Centerville, OH
Wealth Pinnacle, Inc.
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