Robert Fezekas is a CFA-designated registered investment advisor at Elevate Wealth Advisory, INC., based in Athens, GA, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 635 clients with $390M 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 $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5M+ | 1.05% |
All fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
2500 Daniells Bridge Rd, Building 200, Suite 2B, Athens, GA, 30606
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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
Elevate Wealth Advisory, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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