Elevation Wealth provides financial planning and portfolio management services. Financial planning covers cash flow, education funding, retirement, risk management, estate, and tax planning. Portfolio management includes ongoing supervision and may involve third-party investment managers. Elevation Wealth manages portfolios on a non-discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fee is based on a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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