Pricing

Ongoing Investment Management & Financial Planning

We always keep our fees competitively priced compared to current industry averages.

Our fees are assessed as a percentage of your investment assets under our management.

Our fees are all inclusive, which means your annual fee includes the management of your investment accounts, as well as ongoing financial planning services.

Portfolio Value Annual Fee %

$250,000 - $499,999 1.00%

$500,000 - $999,999 0.85%

$1,000,000 – $4,999,999 0.80%

$5,000,000 + 0.70% or below

Please refer to the Ellis Investment Partners, LLC disclosure brochure for a complete discussion of services and fees.