Ellevate Advisors offers ongoing financial planning where clients work one-on-one with a planner to develop and implement their plan for a fixed retainer fee. The firm also offers hourly business coaching where firms can purchase meeting hours individually or as a package. Ellevate Advisors does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Ellevate Advisors offers ongoing financial planning for a monthly fee of $100-$2,000 or a quarterly fee of $300-$6,000. This includes working with a planner to develop and implement a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. The plan is reviewed annually.
Annual Retainer:$1,200 - $24,000/year
Hourly Rate:$100 - $2,000/hr
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