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Cooper James Parry

Elevated Capital Advisors, LLC
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Elevated Capital Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee

Location

11925 South 700 East, Draper, UT, 84020

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Elevated Capital Advisors, LLC
June 2023 - Present · 2 yrs 8 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.