Elevate Wealth Advisory offers investment management and wealth planning services. When managing your investments, Elevate considers your financial situation, risk tolerance, and investment goals. Elevate generally recommends Focus Partners Advisor Solutions, LLC to assist in managing your account. Wealth planning services are offered as a stand-alone service or coupled with investment management.
Assets Under Management$340M
Clients585
Advisors10
Avg. per Client$580K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...