Justin Brammer is a registered investment advisor at Elevated Financial Group, based in Indianapolis, IN, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 716 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevated Financial Group (EFG) manages investments for a fee based on a percentage of the value of your portfolio. The maximum advisory fee will not exceed 1.75%. The specific fee depends on the investment strategy used:
- Tactical & Adaptive ETF Portfolios: 0.50% per year
- Stock/Active Portfolios: 0.75% per year
- SMA Portfolios: 0.20% per year (may incur additional manager fees)
- Options Overlay Strategies: 0.50% - 1.00% per year
Accredited clients participating in private investment strategies will be charged a separate flat fee for EFG's coordination of the investment, ranging from $1,000 to $25,000, in addition to advisory fees.
Location
500 E. 96th Street, Suite 125, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Elevated Financial Group
Previous Registrations
Invst, LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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