Invest with us

Your own Separately Managed Account at Fidelity.
$500k minimum investment.1  0.12% management fee.
Open a new account or transfer certain existing accounts to us.

Questions?

Schedule a call with us

Alternatively, email info@elmwealth.com or visit our FAQs.

 

Fidelity Investments (“Fidelity”) is an independent company, unaffiliated with Elm Partners (“Elm”). Fidelity is a service provider to Elm. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Elm and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 830247.3.0

1 The $500,000 minimum investment is for Individual and IRA accounts. For Trust, Corporation and Partnership accounts, the minimum investment is $1,000,000.