Kyle Lottman is a CFA-designated registered investment advisor at Elevate Capital Advisors, based in Eagle, CO, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 210 clients with $180M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees may be negotiable. Elevate may charge a lesser investment advisory fee, charge a flat fee, offer a discount from the standard fee schedule, or waive a fee entirely based upon specific facts and circumstances.
Fee Estimator
Location
313 Chambers Ave., Suite D, Eagle, CO, 81631
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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 Capital Advisors
Previous Registrations
Focus Financial
Royal Alliance Associates, INC.Broker
Piper Jaffray & CO.Broker
State Registrations2 states
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