Elevation Financial LLC is an investment advisory firm based in Westfield, Indiana, owned and operated by Michael B. Reynolds. The firm provides discretionary portfolio management combined with financial planning through three distinct service packages, ranging from basic investment oversight to comprehensive wealth planning that covers retirement, tax, estate, and insurance strategies. Elevation Financial also offers standalone financial consulting on a one-time or project basis covering topics such as business planning, cash flow and debt management, college savings, employee benefits optimization, and risk management. Additionally, the firm provides pension consulting services to employee benefit plans and their fiduciaries. Investment advice primarily focuses on exchange-traded funds, mutual funds, and money market funds, with options for socially responsible investing strategies. Elevation Financial serves individuals, high-net-worth clients, and pension plans.
Fee Structure
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 billed quarterly in arrears. Household accounts may be combined to determine breakpoints. Firm also offers bundled annual fixed fee packages ranging from $4,800 to $8,400 per year.
