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Frequently Asked Questions
What's the difference between Ellerbrock-Norris and Ellerbrock-Norris Wealth Strategies?
Ellerbrock-Norris Wealth Strategies is an independent RIA, meaning we are a separate entity than Ellerbrock-Norris.
While Ellerbrock-Norris has a history of nearly 120 years of risk management services, ENWS offers services that Ellerbrock-Norris cannot.
Ellerbrock-Norris Wealth Strategies provides financial advice, financial planning, business exit planning advice and more along the lines of your wealth management. Ellerbrock-Norris is an insurance provider, safety consultant, employee benefits provider and more but it cannot provide financial advice.
How are your fees calculated?
Our fees can vary based on the services that best fit your situation.
For example, with wealth management we typically use a tiered fee structure that allows us to reduce your rate as your assets grow or you invest additional assets. For business exit planning or consulting work, we'll typically charge a set fee.
We also go out of our way to do pro bono work regularly for families that need financial planning support.
As we go through our FOCUS process, we clearly show all the costs or fees associated with your plan. Transparency is a pillar of our firm, and we want you to know exactly what you're paying for the value you receive.
What kind of clients do you typically work with?
We work with a few different types of clients. Our focus is typically on business owners and the unique situations they face – taking equity out of the business, perpetuation planning, managing assets into and through retirement, planning for their key personnel within the business, and more.
In addition to small business owners, we work with many retirees and soon-to-be retirees, young professionals who are learning to manage their wealth, executives in local businesses, and more.
What makes you different from other financial advisory firms?
Every one of our advisors holds the Certified Exit Planning Advisor designation. We work with many business owners and executives whose personal wealth is tied to the success of – and a successful exit from – the business.
There are many quality financial advisors out there. We strive to be the preferred advisor for small- and mid-sized business owners and their executive teams.