Elevation Investment Consulting offers investment management and financial planning services tailored to each client's needs. Elevation develops a financial plan based on understanding the client's current financial state, goals, risk tolerance, and time horizon. Elevation uses Modern Portfolio Theory and diversification to construct optimal portfolios and monitors each plan regularly. Elevation does not take discretion, meaning clients approve all trades.
Assets Under Management$49M
Clients32
AdvisorsN/A
Avg. per Client$1.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
All fees are negotiable based on individual client needs and requirements. In situations of family house-holding, assets of the individual members of the household are aggregated and charged the applicable rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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