Elevate Capital Management, L.L.C.

Fee-Only (% of Portfolio)

Elevate Capital Management (ECML) provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. ECML creates a plan to help select a portfolio that matches your specific needs. ECML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.

Assets Under Management$35M
Clients69
Advisors4
Avg. per Client$500K
Avg. per Advisor$8.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

4 Advisors at this firm

Elevate Capital Management, L.L.C. | TrueAdvisor