Matthew Sands is a registered investment advisor at Elevate Wealth Management, based in New Albany, OH, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $50.0M | 0.90% |
| $50M+ | 0.85% |
Fees are negotiable at Elevate Wealth Management's discretion. Consulting services are generally included in these asset management fees.
Fee Estimator
Location
7 New Albany Farms Road, New Albany, OH, 43054
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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 Management
Previous Registrations
Heritage Wealth Partners, LLC
Private Client Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The O.N. Equity Sales CompanyBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
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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