Elevation Financial Partners offers investment management services, making recommendations on securities and funds based on client objectives and risk tolerance. They offer both active and passive management styles. The firm also provides consulting services in professional practice, business, risk management, and financial planning. Clients can terminate their investment advisory contract at any time with written notice.
Assets Under Management$54M
Clients259
Advisors3
Avg. per Client$210K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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