Elevated Asset Management offers investment management and financial planning services. For investment management, they offer both discretionary and non-discretionary options. Financial planning covers a range of topics like estate planning, investments, taxes, retirement, and college planning. Clients can place restrictions on investments. The firm does not act as a custodian of client assets.
Assets Under Management$39M
Clients121
Advisors1
Avg. per Client$330K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $8.0M | 1.00% |
| $8M+ | 0.90% |
The annual fee may be negotiable. For accounts held at AFS, the fee is 1% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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