ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

Overview

Ellerbrock-Norris Wealth Strategies LLC is an independent registered investment adviser operating as an LLC that positions itself as a capital allocator for individual, family and select institutional clients. The firm delivers comprehensive financial planning and portfolio management for individuals and small businesses, and it also offers selection-of-other-advisers services and pension consulting as part of its advisory suite. Compensation is a mix of percentage-of-AUM fees and fixed fees. Investment activity centers on a core allocation to public mutual funds and managed accounts, supplemented by allocations to third-party alternative managers. The firm is not an active ESG investor and is not registered as a multi-state adviser. A large share of client relationships are managed on a discretionary basis, indicating a focus on ongoing portfolio implementation rather than solely advisory consultations.

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Location & Offices