Elevation Financial provides investment management and financial planning through three packages: Essentials Financial Planning, Elements Financial Wellness, and Comprehensive Wealth Planning. Services are tailored to client needs, considering investment objectives and risk tolerance. Clients grant discretionary authority for investment decisions, with options to impose restrictions. Financial consulting services are also available on a one-time engagement basis.
Assets Under Management$30M
Clients125
Advisors1
Avg. per Client$240K
Avg. per Advisor$30M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.45% |
Fees are negotiable and can range from $1,500 to $15,000 annually. At our discretion, we will combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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