Kevin Barton is a registered investment advisor at Elevate Financial, based in Scottsdale, AZ, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $8.9M 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 $1.5M | 2.00% |
| $1.5M+ | 2.00% |
Fees negotiable for amounts above $1,500,000. For clients utilizing Betterment Advisor Solutions, the maximum asset-based fee assessed would be 2.18% (218 basis points), including Betterment's fee of up to 0.18%.
Fee Estimator
Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2014Other Business Activities
Kevin is self-employed, providing non-investment related financial planning and advice, as well as defined contribution plan consulting. This takes nearly full-time hours.
Employment History
Current Registrations
Elevate Financial
Previous Registrations
Elevate Financial
CBIZ Retirement Plan Advisory Services
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.