Elevation Wealth Partners offers investment advice and manages portfolios for individuals, families, and businesses. They create personalized investment plans based on your goals and risk tolerance, typically using mutual funds and exchange-traded funds. They also offer comprehensive financial planning, covering areas like retirement, education, and estate planning. For most clients, financial planning is included at no additional charge. They can also provide tax planning and preparation services for a separate fee. Elevation may refer clients to Wealth.com for estate planning document preparation services at no cost to the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable. Clients that were previously clients of Northgate Advisors, Jacobson Wealth Management or Phocas Financial may have a different fee schedule. Family groups may receive a discount.