Elevate Capital Advisors offers investment advice, manages portfolios, and provides financial planning. They create investment strategies based on risk analysis and client goals. For investment management, they can make trades for you or provide recommendations. They also offer pension consulting services to plan sponsors. Financial planning is included for investment management clients.
Assets Under Management$180M
Clients210
Advisors5
Avg. per Client$870K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees may be negotiable. Elevate may charge a lesser investment advisory fee, charge a flat fee, offer a discount from the standard fee schedule, or waive a fee entirely based upon specific facts and circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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