The Ellerson Group Inc

The Ellerson Group, Inc. is a financial planning and investment management firm established in 1995, based in Annapolis, Maryland. The firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. They offer fee-only services and do not sell commissioned products or act as custodians of client assets. The firm's services include financial objective determination, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Clients can choose from various agreements, including an Advisory Service Agreement with fees based on a percentage of assets under management. The minimum account size is $1,000,000, with a negotiable minimum annual fee of $7,500. Investment strategies include strategic asset allocation, globally diversified portfolios, and various securities such as equities, bonds, mutual funds, and more. The firm employs security analysis methods like fundamental and technical analysis. Clients are provided with net worth statements, periodic reviews, and performance reports. The firm has a Business Continuity Plan in place and maintains an information security program to protect client data. The principal owner, James P. Ellerson, is a 100% owner and has a Bachelor of Science degree from the University of North Carolina. The firm's advisors have bachelor's degrees and relevant financial planning certifications. James P. Ellerson serves as the principal officer and Chief Compliance Officer. The firm has no disciplinary history and does not engage in other business activities or receive additional compensation.