A complete list of active advisors currently associated with Elder Law Management, Elder Law Planning Services

Warmer can help you find a great advisor at Elder Law Management, Elder Law Planning Services or one who fits your needs even better.

Elder Law Management provides supervisory, non‑discretionary investment advisory services to a range of client types, including individuals, trusts, estates, pension plans and businesses, offering advice across equities, debt securities, mutual funds and government instruments. Like many investment managers, the firm charges fees as a percentage of assets under management and tailors portfolios to clients’ stated goals and risk profiles. The firm uses both fundamental and technical analysis and employs long‑term, short‑term and trading strategies when formulating recommendations, with periodic portfolio reviews and written reports provided to clients. The brochure discloses that the firm no longer offers discretionary portfolio management and, as of January 8, 2020, reported no assets under management, reflecting its current non‑discretionary advisory posture. What distinguishes the firm is its integration with related professional services: it operates an accounting and tax practice, maintains an informal referral and ownership relationship with a law firm that focuses on tax, estate and retirement planning, and its personnel can, on an infrequent basis, sell life insurance products. Those cross‑disciplinary affiliations, together with ownership ties to a separate adviser entity and the firm’s practice of direct fee deduction (limited custody), create a service model that differs from many peer investment managers.

To learn more about the advisors currently working at Elder Law Management, Elder Law Planning Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.