Element Wealth, LLC

Element Wealth, LLC is a registered investment adviser based in Ridgeland, MS, established in 2006. The firm offers personalized investment management, financial planning, and consulting services to individuals, high net worth individuals, retirement plans, trusts, and charitable organizations. They provide both discretionary and non-discretionary investment management services, with discretionary accounts requiring clients to grant the firm authority to manage their investments. Element Wealth may customize investment portfolios based on client risk tolerance and objectives, utilizing model portfolios and outside advisers when necessary. The firm manages over $641 million in client assets as of December 31, 2024. For investment management services, fees are based on a tiered schedule, with a negotiable annual fee ranging from 1.00% to 0.50% based on account value. Consulting services are charged at an hourly rate of $400. Element Wealth does not charge performance-based fees. The firm recommends Raymond James Financial Services, Charles Schwab & Co., or Fidelity Investments for brokerage and custodial services. They do not vote on client securities and do not have custody of client funds. Employees may receive compensation for client referrals, and the firm has no reportable disciplinary information. Clients are advised to consult a tax professional for tax implications of investments.