Element Wealth, LLC

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Connect with this firm

Total assets under management

$641,942,995

Total clients

607

25% high-net worth

Total advisors

of 14 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

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

Business activities & affiliations

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.

Main office location

Element Wealth, LLC

800 Woodlands Pky, Suite 201

Ridgeland MS 39157, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 601-957-6006

Advisors at this firm

Hayes P

Series 65

Ridgeland, MS

Element Wealth, LLC

Barry S

Series 63, Series 65

Ridgeland, MS

Element Wealth, LLC

Jeremy N

Series 65

Ridgeland, MS

Element Wealth, LLC

Laura C

Series 65

Laurel, MS

Element Wealth, LLC

Jeremy Y

Series 65

Ridgeland, MS

Element Wealth, LLC

David M

CFP®, Series 63, Series 65

Ridgeland, MS

Element Wealth, LLC

Andrew G

Series 65

Ridgeland, MS

Element Wealth, LLC

Sarah P

Series 65

Ridgeland, MS

Element Wealth, LLC

Juli Ann M

Series 65

Ridgeland, MS

Element Wealth, LLC

Lance H

Series 63, Series 65

Theodore, AL

Element Wealth, LLC

James B

Series 63, Series 65, Series 66

Ridgeland, MS

Element Wealth, LLC

Danny W

CFP®, Series 63, Series 65

Ridgeland, MS

Element Wealth, LLC

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