Ellison Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individuals, families, professionals, trusts, small corporations and small business retirement plans, offering both discretionary and non-discretionary portfolio management as well as written financial plans covering retirement, education, estate, tax and investment matters. Services include tailored retirement and distribution analyses and periodic retirement or college savings estimates intended to help clients assess progress toward their goals.
The firm’s investment approach emphasizes a disciplined, long-term framework that blends value and growth styles, uses individualized investment policy statements and asset-allocation models, and incorporates fundamental, technical and quantitative analysis with ongoing monitoring. It conducts documented monthly portfolio reviews and annual client meetings, and provides retirement-specific consulting and an alternative “level fee” billing option for retirement and education accounts to address DOL/Best Interest considerations.
Noteworthy distinctions include the firm’s explicit work with small business retirement plans and specialized retirement solutions (lump-sum distributions, qualified-plan exchange and required-distribution modeling), a service set less common among similar independent advisers. The brochure also discloses a historical regulatory settlement from 1998 relating to unregistered activity that was resolved by consent and payment of penalties, a disclosure event the firm reports to clients and prospective clients.
Client services
Occupation focus
Fee options
Under $750,000 - $749,999.99: Equity: 1.25% annually $750,000 - $1,499,999.99: Equity: 1.08% annually $1,500,000 - $2,499,999.99: Equity: 0.96% annually $2,500,000 - $3,999,999.99: Equity: 0.84% annually $4,000,000+: Equity: 0.72% annually Under $750,000 - $749,999.99: Fixed Income: 1.15% annually $750,000 - $1,499,999.99: Fixed Income: 0.99% annually $1,500,000 - $2,499,999.99: Fixed Income: 0.88% annually $2,500,000 - $3,999,999.99: Fixed Income: 0.77% annually $4,000,000+: Fixed Income: 0.66% annually Under $750,000 - $749,999.99: Mutual Funds: 1.15% annually $750,000 - $1,499,999.99: Mutual Funds: 0.99% annually $1,500,000 - $2,499,999.99: Mutual Funds: 0.88% annually $2,500,000 - $3,999,999.99: Mutual Funds: 0.77% annually $4,000,000+: Mutual Funds: 0.66% annually Under 20% of portfolio net worth - 19.99%: Cash and Cash Equivalents: 0.00% annually 20% - 39.99%: Cash and Cash Equivalents: 0.20% annually 40% - 59.99%: Cash and Cash Equivalents: 0.25% annually 60%+: Cash and Cash Equivalents: 0.30% annually
$110 per hour for financial planning or advisory services upon request.
Annual retainer fee for financial planning ongoing relationship: $500 per year.
Account minimum: $250,000 (effective minimum to justify minimum fee) Minimum fee: Minimum quarterly management fee of $250 per client; minimum annual fee effectively $1,000 Fee-only: Financial planning hourly rate $110/hour or annual percentage fees; minimum planning fee $1,000.
Main office
Fairfax VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Ellison Investment Advisors · John Stewart Ellison
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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