Team Elevated Asset Management manages investment portfolios on a discretionary basis through its bundled-fee wrap program. Team Elevated Asset Management builds personalized portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, real estate investment trusts, and business development companies, while also utilizing options and other strategies when appropriate. Team Elevated Asset Management reviews accounts at least quarterly and rebalances as needed based on individual client goals. The firm was founded in 2022 and has offices in Thousand Oaks, California, serving individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Team Elevated Asset Management reserves the right to negotiate and adjust fees on a per account basis.