Element Squared Private Wealth Fees & Minimum

Overview

Headquarters: Minneapolis, MN
Total Firm Assets: $203 million
Average High-Net-Worth Client Portfolio Size: $1.3 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: ADV PART 2A (2026-02-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.70%
$500,001	$1,000,000	1.50%
$1,000,001	$2,500,000	1.25%
$2,500,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,000	1.60%
$5 million	$59,750	1.20%
$10 million	$109,750	1.10%
$50 million	$509,750	1.02%
$100 million	$1,009,750	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 53.43%
Number of High-Net-Worth Clients: 81
Total Client Accounts: 478
Discretionary Accounts: 478

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 311284

ADV PART 2A (2026-02-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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