Strategic Alliances

Arm’s length independence is an overarching theme at Ellis Wealth Advisors, LLC, for three reasons:

Objectivity — By accepting no commissions or other incentives for selecting one service or product provider over another, we are free to recommend best-in-class solutions tailored to your best interests. While we typically prefer fund providers such as Dimensional Fund Advisors and Vanguard, who share our low-cost, high-value-added investment philosophy, we will form an alliance with any provider when it makes sense for your investment or financial needs.

Control — By ensuring that your assets are held in your name at an independent custodian, we remain arm’s length from actual account transactions. This establishes a vital check-and-balance system to ensure that your assets remain strictly under your control. Our current primary custodial recommendation is Scottrade, which has very low trading costs and account fees while offering excellent trading execution and extensive investment choices. However, we are willing to work with your custodian of choice if you have other preferences.

Flexibility — By fostering our own relationships with complementary strategic professionals such as CPAs, estate planning attorneys, insurance agents, third-party administrators and others, we remain flexible to effectively meet your comprehensive financial needs without building up bulky in-house overhead. We also welcome collaboration with your own trusted advisors.