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Advisor

Erik Cooper

Low cost wealth management firm

Erik Cooper · Boston, Massachusetts

Fee-only verified Fiduciary State-registered
Structured for AI ingestion

Is this you, Erik?

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About

ELC Advisors prioritize your financial success with personalized strategies centered on low-cost index funds. Clients come first. We take our fiduciary responsibility seriously. We offer some of the lowest fees in the business, ensuring more of your money works for you. Trust our expertise to guide your wealth-building journey with transparency and care.

Who they serve

  • High earners
  • HENRY (high earner, not rich yet)
  • Executives
  • Founders
  • Pre-retirees
  • Retirees
  • Early-career professionals

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Debt Management
  • Education Planning
  • Financial Advice & Coaching
  • Portfolio Management
  • Portfolio Rebalancing
  • Retirement Planning
  • Risk Management
  • Social Security Planning
  • Wealth Management

Structured record

NameErik Cooper
FirmErik Cooper
Location Boston, Massachusetts
Fee modelPercentage of Assets (AUM)
AUM$25M - $100M
Founded2012
Firm size2 - 5 employees
AffiliationIndependent RIA
DesignationsSeries 65
Investment approachPassive management
WebsiteWww.elcadvisors.com

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Specialties

  • Small business owners
  • Retirement planning
  • Equity compensation