Elisa Schvaneveldt
Elisa Schvaneveldt is a CFP-designated registered investment advisor at Bridge Generations Wealth Management, based in South Miami, FL, with 4 years of industry experience. Elisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 155 clients with $290M 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 $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.1M | 1.00% |
| $2.1M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Location
5966 South Dixie Highway, Suite 300, South Miami, FL, 33143
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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
Elisa is the co-treasurer for Wasatch Mountain Club, a non-profit organization, dedicating minimal time to filing taxes, preparing books, and presenting financials. She is also an Investment Adviser Representative for Bridge Generations Wealth Management LLC, spending about 10-20% of her time providing investment advisory services.
Employment History
Current Registrations
Bridge Generations Wealth Management
Previous Registrations
Forum Financial Management, LP
State Registrations2 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.