Elevated Capital Advisors (ECA) offers investment management and financial planning services. ECA works with individuals, trusts, estates, charitable organizations, and businesses. ECA's services include reviewing client investment objectives, recommending investments like stocks, mutual funds, and ETFs, and preparing an Investment Policy Statement. ECA also offers financial planning, advising clients on education savings, retirement planning, taxes, and insurance. ECA provides these services through financial advisors who are either affiliated with ECA or have a sub-advisory agreement with ECA.
Fee Structure
ECA offers investment management through various programs. The fees depend on the financial advisor and program chosen, but will not exceed 2.25% of the assets managed.
Managed Model Portfolios:
- ECA Administration Fee: 0.25% - 0.75%
- Financial Advisor Fee: 0.00% - 1.25%
Advisor Directed Managed Accounts:
- ECA Administration Fee: 0.25%
- Financial Advisor Fee: 0.00% - 1.75%
Fees are negotiable based on factors like the advisor, client type, complexity, account composition, potential deposits, client relationship, and total assets managed. Fees are withdrawn from the client's account quarterly, in advance, based on the fair market value of the account.