Ellis Investment Partners, LLC

Ellis Investment Partners, LLC is an SEC registered investment adviser founded in 2011 by David Y. Sun, offering portfolio management services for individuals, small businesses, retirement plans, trusts, and more. The firm utilizes a dynamic asset allocation approach, offering discretionary portfolio management services with a minimum portfolio recommendation of $250,000. Financial planning services are also provided, with fees ranging from $1,000 to $5,000 for comprehensive plans. Ellis Investment Partners may receive compensation for selling insurance products, creating a potential conflict of interest. The firm does not charge performance-based fees and typically recommends mutual funds, ETFs, stocks, bonds, and other investments based on client needs and risk tolerance. Clients have the option to engage in non-discretionary arrangements, allowing them to approve transactions before execution. Ellis Investment Partners does not typically vote client securities and maintains custody of client funds to facilitate fee deductions and asset transfers with client authorization. The firm has a Privacy Policy in place to protect client information and a policy for addressing trade errors. Class action lawsuits and participation in such litigation are not initiated by the firm.