Elevation Haven Financial provides investment portfolio management using mutual funds, exchange-traded funds, and individual stocks or bonds. The firm also offers tax advice, individual tax return preparation, retirement planning, estate planning, and business consulting. Services are tailored to individual client needs.
Assets Under Management$9.9M
Clients12
Advisors1
Avg. per Client$830K
Avg. per Advisor$9.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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