Elevation Capital Advisory (ECA) provides investment management services on a discretionary or non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning is included as part of asset management services. ECA also holds seminars and workshops to educate the public on investments. Clients can impose restrictions on their investments. ECA does not sponsor wrap fee programs.
Assets Under Management$250M
Clients631
Advisors2
Avg. per Client$400K
Avg. per Advisor$130M
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Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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