Investment Advisory

When Ellis Wealth Advisors serves as your comprehensive investment manager, we become your full-service ally as, together, we plan, implement and monitor your investment portfolio in accordance with your personal goals and risk tolerance.

But where can you turn for affordable, objective advice if your investment advisory needs are minimal or specialized? Investment Advisory may be the right fit for you.

For a competitive 0.25 percent annual fee on assets under advisement, we'll help you establish initial portfolio allocations that make sense for you, and touch base with you quarterly to assist you with assessing and managing your ongoing performance. By offering periodic, cost-effective guidance, we help position you to manage your personal investments with improved understanding. This is also an appropriate service for investments in 401K or 403B plans with limited investment choices. Under all of our services, an advisor will be available at all times to answer your questions or concerns regarding your portfolio.