Elevate Financial offers financial planning and investment management services. Planning services include cash flow, retirement, risk management, estate, and tax planning. Investment management is offered through Wealth Management Services, potentially using Betterment's platform. Elevate Financial aims to provide tailored advice based on client needs and goals.
Assets Under Management$8.9M
Clients51
Advisors1
Avg. per Client$170K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M+ | 2.00% |
Fees negotiable for amounts above $1,500,000. For clients utilizing Betterment Advisor Solutions, the maximum asset-based fee assessed would be 2.18% (218 basis points), including Betterment's fee of up to 0.18%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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