Barry Mendelson
Barry Mendelson is a CFP-designated registered investment advisor at Elevation Wealth Partners, LLC, based in Walnut Creek, CA, with 14 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 325 clients with $670M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable. Clients that were previously clients of Northgate Advisors, Jacobson Wealth Management or Phocas Financial may have a different fee schedule. Family groups may receive a discount.
Fee Estimator
Location
200 Pringle Avenue, Suite 400, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Elevation Wealth Partners, LLC
Previous Registrations
Elevation Wealth Management
Just Plans, Etc
State Registrations2 states
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