About ELPS CAPITAL, LLC
ELPS CAPITAL, LLC is a financial advisory firm that offers expert advice on managing wealth and building a strong financial foundation. Led by a team of experienced financial professionals, ELPS CAPITAL utilizes a combination of personalized strategies and innovative tools to help clients achieve their financial goals. With a focus on providing transparent and ethical services, ELPS CAPITAL is committed to helping clients reach their financial potential.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to individual goals and needs
- Uses cutting-edge technology and tools to aid in financial planning
- Offers transparent and ethical services to best serve clients
Facts and Insights
ELPS CAPITAL has been in the business of providing financial advice for over 15 years, serving clients across a wide range of industries. With a team of highly qualified and experienced financial advisors, ELPS CAPITAL is well-equipped to provide expert guidance on wealth management, retirement planning, and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
| Number of Advisors | 8 |
| Time in Business | 15 years |
Financial Services Offered
ELPS CAPITAL offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services offered include:
- Wealth Management
- Retirement Planning
- Investment Strategies
- Estate Planning
- Tax Planning
Client Types
ELPS CAPITAL serves a diverse range of clients, including individuals, families, and small businesses. The firm’s expertise in multiple industries allows them to provide tailored solutions to meet the unique financial needs of each client.
Fees & Compensation
ELPS CAPITAL charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the client’s, as the firm’s compensation is tied to the performance of the client’s investments. All fees are discussed and agreed upon with the client before any services are rendered.
Background
The team at ELPS CAPITAL brings decades of collective experience in the financial industry. Their backgrounds range from investment banking and portfolio management to tax planning and estate law. This diverse skill set allows the firm to provide comprehensive financial services and stay ahead of industry trends.
Financial Advisor Disclosures to Know
ELPS CAPITAL is committed to transparency and ethical practices. As such, they adhere to all regulations and disclosures set forth by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). These disclosures include any potential conflicts of interest and any past disciplinary actions taken against the firm or its advisors.