Advisor at Elliott Capital Management, Inc.
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
Elliott Capital Management, Inc.
Location
Bloomington, IL 61701-3901
Credentials
CFA®
Industry experience
23 years
Roger Elliott is a CFA® charterholder with 22 years of industry experience. He has been the principal of Elliott Capital Management, Inc. since 2000. The firm provides discretionary investment management and financial planning services to individual and family clients, focusing on broadly diversified passive asset allocation using primarily exchange-traded funds. Portfolios are tailored to client objectives, risk tolerance, liquidity needs, and tax considerations, and the firm emphasizes tax and reporting matters informed by Elliott's CPA and CFA credentials and prior experience in public accounting.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,000 - $750,000: 1.50% $750,000 - $1,000,000: 1.25% $1,000,000 - $1,250,000: 1.00% $1,250,000+: 0.75%
Account minimum: $100,000 (may be waived)
202 N. Center Street, Suite 1 West
Bloomington, IL 61701-3901
Illinois
Elliott Capital Management, Inc.
2000 - Present (26 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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