Megan Rinaudo is a CFP-designated registered investment advisor at Elevatus Wealth Management, LLC, based in Victor, NY, with 12 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 331 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevatus Wealth Management charges an annual management fee based on the value of your investments. The fee can be a flat percentage, a tiered schedule, or a linear schedule. Financial planning services are included in the investment advisory fees. The annual fee ranges up to 1.50%.
Location
1501 Pittsford Victor Road, Suite 101, Victor, NY, 14564
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Elevatus Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Paychex Securities CorporationBroker
State Registrations2 states
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