Elevated Performance Investment Group refers clients to third-party investment managers, receiving a portion of their fees. They also offer financial planning and consulting services for a fixed fee, covering areas like estate planning, retirement, and investments. The firm also provides limited scope advice to retirement plans. Tommy Alvis is the owner and Chief Compliance Officer.
Fee Structure
Elevated Performance Investment Group does not directly manage investments. Instead, they connect clients with third-party investment managers. These managers charge a percentage of your portfolio, and Elevated Performance receives a portion of that fee. The specific fees and how they're calculated will be disclosed to you before you sign any agreements with the third-party manager.