James Shellenberger is a CFA, CFP-designated registered investment advisor at Elevate Wealth Management, based in Sheridan, WY, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 291 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Elevate Wealth Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 2%. The fee is calculated each quarter based on the value of your investments at the end of the previous quarter. Fees are negotiable and may be waived at Elevate's discretion. There is a $100,000 minimum account size, but Elevate may waive this requirement.
Location
50 East Loucks Street, Suite 201, Sheridan, WY, 82801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Elevate Wealth Management
Frontier Asset Management, LLC
State Registrations1 state
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