Elevate Wealth Management (EWM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. EWM creates an Investment Policy Statement for each client. EWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Elevate Wealth Management charges an annual fee based on the value of your portfolio. The specific percentage ranges from 0.20% to 2.50% of the total value of your investments. Elevate Wealth Management may negotiate a flat fee for clients whose assets do not otherwise meet the firm’s minimum requirements.