Services
Our Pricing Structure
Transparency is key at Elk Mountain Financial. We want you to know up front what our fees are. There are a variety of ways we can work with you and keep costs within your budget and your first consultation is complimentary.
Flat Fee Schedule for Advisory Accounts
Account Value
$10,000 - $149,999
|
Fee Percentage
1.3%
Account Value
$150,000 - $499,999
|
Fee Percentage
1.2%
Account Value
$500,000 - $999,999
|
Fee Percentage
1%
Account Value
$1,000,000 +
|
Fee Percentage
0.8%
*For a complete list of account and service fees, please visit lpl.com/disclosure/fee-schedules.
Work With
The Best
We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple-and often competing- financial goals. Whether it’s a more comprehensive financial plan or specific planning need, our services align with your current priorities, including ongoing review and monitoring.
Comprehensive Financial Planning
Our team is committed to creating individualized solutions and empowering our clients to make informed decisions
Estate Planning Strategies
Let us help you set the groundwork for your Estate Plan
Tax Planning
Tax planning can be stressful and we are here to make sure you make the most out of every tax season.
Wealth Transfer----->Inheritance Guidance
We can guide you through the complicated policies and processes surrounding an inheritance.
Business & Non Profit Planning
We are your partner in creating investment solutions and employee retirement plans for your business.