Elevation Wealth Management (EWM) manages investment portfolios and offers financial planning services. Investment advice is tailored to each client's needs and goals. EWM may recommend unaffiliated money managers or investment platforms. Financial planning covers estate planning, insurance, retirement, investments, cash flow, risk management, and tax strategies. EWM also provides employee benefit plan consulting.
Assets Under Management$180M
Clients132
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$58M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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