Element Wealth, LLC logo

Element Wealth, LLC

Updated today

Total assets under management

$641,942,995

Total clients

607

25% high-net worth

Total advisors

7

of 14 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

87

Average account size

$1,057,567

Client services

Financial planning Portfolio management Pension consulting Insurance

Fee options

Fixed

Fixed fees may be charged for consulting services depending on scope and complexity; negotiable.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Commissions

Insurance commissions earned by licensed persons are separate and in addition to advisory fees.

Project-based

Typically $400 per hour for advisory consulting and financial planning services.

Other

Account minimum: $250,000

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Element Wealth, LLC

800 Woodlands Pky, Suite 201

Ridgeland MS 39157, United States

Number of offices

1

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