Thomas Alvis
Thomas Alvis is a registered investment advisor at Elevated Performance Investment Group, LLC, based in Charlotte, NC, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Elevated Performance Investment Group does not directly manage investments. Instead, they connect clients with third-party investment managers. These managers charge a percentage of your portfolio, and Elevated Performance receives a portion of that fee. The specific fees and how they're calculated will be disclosed to you before you sign any agreements with the third-party manager.
Location
8832 Blakeney Professional Dr., Suite 301, Charlotte, NC, 28277
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Regulatory History (1)
Regulatory
April 2019Other Business Activities
Thomas is the CEO of Elevated Financial & Tax, LLC, focusing on tax preparation, and spends about a quarter of his time on it. He also refers clients for business to Foundations Investment Advisors, LLC, and is the CEO of Elevated Financial & Tax Services LLC, dedicating about a quarter of his time to this investment-related activity.
Employment History
Current Registrations
Elevated Performance Investment Group, LLC
Previous Registrations
Foundations Investment Advisors LLC
Gradient Investments, LLC
State Registrations4 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.