Advisor at Ellison Investment Advisors
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.
Location
Fairfax, VA
Credentials
Series 63, Series 65
Industry experience
36 years
John Ellison is the sole advisor at Ellison Investment Advisors in Fairfax, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led Ellison Investment Advisors since its founding in 1996. Ellison Investment Advisors provides investment management and written financial planning to individuals, families, professionals, trusts, and small-business retirement plans. The firm employs a disciplined, long-term approach combining value and growth styles, emphasizes client-specific investment policies, and offers both discretionary and non-discretionary portfolio management across equity, fixed-income, and balanced strategies.
Based on Ellison Investment Advisors
$0 - $749,999.99: Equity: 1.25% annually $750,000 - $1,499,999.99: Equity: 1.08% annually $1,500,000 - $2,499,999.99: Equity: 0.96% annually $2,500,000 - $3,999,999.99: Equity: 0.84% annually $4,000,000+: Equity: 0.72% annually $0 - $749,999.99: Fixed Income: 1.15% annually $750,000 - $1,499,999.99: Fixed Income: 0.99% annually $1,500,000 - $2,499,999.99: Fixed Income: 0.88% annually $2,500,000 - $3,999,999.99: Fixed Income: 0.77% annually $4,000,000+: Fixed Income: 0.66% annually $0 - $749,999.99: Mutual Funds: 1.15% annually $750,000 - $1,499,999.99: Mutual Funds: 0.99% annually $1,500,000 - $2,499,999.99: Mutual Funds: 0.88% annually $2,500,000 - $3,999,999.99: Mutual Funds: 0.77% annually $4,000,000+: Mutual Funds: 0.66% annually Under 20% of portfolio net worth - Under 20% of portfolio net worth: Cash and Cash Equivalents: 0.00% annually 20% - 39.99%: Cash and Cash Equivalents: 0.20% annually 40.00% - 59.99%: Cash and Cash Equivalents: 0.25% annually 60.00%+: Cash and Cash Equivalents: 0.30% annually $0 - $749,999.99: Retirement/Education Accounts Level Fee: 1.15% annually $750,000 - $1,499,999.99: Retirement/Education Accounts Level Fee: 0.99% annually $1,500,000 - $2,499,999.99: Retirement/Education Accounts Level Fee: 0.88% annually $2,500,000 - $3,999,999.99: Retirement/Education Accounts Level Fee: 0.77% annually $4,000,000+: Retirement/Education Accounts Level Fee: 0.66% annually
$110 per hour billed in 10-minute increments for financial planning and impersonal advisory services.
Account minimum: No minimum asset requirement; however, there is a minimum annual investment management or retainer fee of $1,000, making assets under $250,000 generally not economically justified due to the minimum fee. Minimum fee: Minimum quarterly management fee of $250 per client, equating to a minimum annual fee of $1,000. Fee-only: Hourly rate of $110 per hour; financial planning fees also offered as an annual percentage of assets or hourly fees.
Fairfax, VA
Virginia
IA Ellison Investment Advisors
1996 - Present (30 years)
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