Elevation Wealth Management is a registered investment advisor founded in 2021 and based in Eden Prairie, Minnesota. The firm manages investment portfolios and provides personalized financial planning services on an hourly, project, or ongoing basis. Elevation Wealth Management creates customized investment plans utilizing passive investment management, Modern Portfolio Theory, and third-party managers when appropriate. Financial planning services cover estate planning, insurance reviews, retirement planning, cash flow management, risk management, and tax planning strategies. The firm also provides retirement plan consulting services to employer plan sponsors. Elevation Wealth Management does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable and billed quarterly in advance.