John Mckewen is a registered investment advisor at Elevation Financial Partners, LLC, based in Worthington, OH, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 259 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.00% |
| $500K+ | 0.50% |
Passive management fee is 0.75% on all assets. Fees are negotiable on an isolated basis. Family members of the owner or employees may receive preferential fee treatment.
Fee Estimator
Location
579 High Street, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Elevation Financial Partners, LLC
State Registrations1 state
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