Elevate Capital Management manages investment portfolios based on each client's individual goals, risk tolerance, and time horizon. Elevate Capital Management creates a personalized investment policy statement and handles tasks such as asset allocation, asset selection, and ongoing portfolio monitoring. The firm generally limits its investments to mutual funds, fixed income securities, real estate funds including real estate investment trusts, insurance products including annuities, equities, exchange-traded funds, commodities, venture capital funds, and private placements. Elevate Capital Management offers standard portfolio management fees as well as performance-based fees for qualified clients who meet specific wealth or investment minimums. The firm does not have any account minimums.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may also be subject to an alternative performance-based fee structure consisting of a 1% annual management fee plus a 10% performance fee on capital appreciation exceeding a 10% hurdle rate.