Angela Hundt
Angela Hundt is a registered investment advisor at Elevation Wealth Partners, LLC, based in Edmond, OK, with 7 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 171 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
In addition to the advisory fee, a platform fee of 0.15% is charged on all assets except those held in American Funds. Fees are negotiable.
Fee Estimator
Location
Edmond, OK
Get directionsHistory
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
Elevation Wealth Partners, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations3 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.