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Invest with Us


minimum investment


Management fee

Your own Separately Managed Account at Fidelity or Schwab. Open a new account or transfer certain existing accounts to us.

1. The $1,000,000 minimum investment is for Individual and IRA accounts, as well as Trust, Corporation and Partnership accounts. If you would like to invest below the minimum required and have been granted an exception to invest by Elm Partners, please proceed. Otherwise, please email to request a waiver.

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