Elissa Lovell is a CFP-designated registered investment advisor at Ranch Capital Advisors INC., based in Sarasota, FL, with 16 years of industry experience. Elissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 420 clients with $340M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
At Ranch Capital's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
4910 Lakewood Ranch Blvd, #130, Sarasota, FL, 34240
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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
Ranch Capital Advisors INC.
Previous Registrations
Truvestments Capital LLC
Private Vista, LLC
State Registrations2 states
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.