Karo Kochounian is a registered investment advisor at Elevate Capital Management, L.L.C., based in Fishers, IN, with 7 years of industry experience. Karo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more. Their firm serves 39 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may also be subject to an alternative performance-based fee structure consisting of a 1% annual management fee plus a 10% performance fee on capital appreciation exceeding a 10% hurdle rate.
Fee Estimator
Location
Fishers, IN
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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.
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Karo owns Les Amis Salon et Spa, a hair salon in San Mateo, CA, since 2011. Karo spends a few hours per week on this business, and expects to derive 25% of their yearly compensation from it.
Employment History
Current Registrations
Elevate Capital Management, L.L.C.
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.
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