Assets Under Management
$147.0M
Number of Clients
371
Number of Advisors
5
Average Client AUM
$396K
AUM per Advisor
$29.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Elevage Partners, LLC offers investment supervisory services through individual portfolio management and financial planning services. They develop investment policies based on client goals and manage portfolios accordingly. Financial planning covers personal, tax, cash flow, investments, insurance, retirement, death & disability, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $9.0M | 0.60% |
| $9M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
5470 Kietzke Lane, Suite 300, Reno, NV, 89511