John Mckewen is a CFP-designated registered investment advisor at Elevation Financial Partners, LLC, based in Westerville, OH, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 259 clients with $54M 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 $100K | 2.00% |
| $100K - $500K | 1.00% |
| $500K+ | 0.50% |
Passive management fee is 0.75% on all assets. Fees are negotiable on an isolated basis. Family members of the owner or employees may receive preferential fee treatment.
Fee Estimator
Location
240 S State St, Westerville, OH, 43081
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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 →Other Business Activities
John is a musician, founder, sound engineer, and administrator for The Drowsy Lads since 2003. This non-investment related activity takes about half of John's time, but none during trading hours.
Employment History
Current Registrations
Elevation Financial Partners, LLC
State Registrations1 state
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