Jose Colmenarez is a registered investment advisor at Elevate Wealth Advisory, INC., based in Athens, GA. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 585 clients with $340M 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 $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5M+ | 1.05% |
All fees are negotiable at Elevate's sole discretion. Rates shown represent the maximum rates charged for the level of assets under management. Advisory fee includes the administrative fees charged by Focus Partners Advisor Solutions, LLC.
Fee Estimator
Location
2500 Daniells Bridge Rd, Building 200, Suite 2B, Athens, GA, 30606
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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 →Employment History
Current Registrations
Elevate Wealth Advisory, INC.
State Registrations1 state
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