Team Elevated Asset Management (TEAM) offers a wrap fee program where they advise clients on asset allocation and investment selection. TEAM manages portfolios using exchange-traded securities, bonds, ETFs, and mutual funds, tailoring each portfolio to the client's goals and risk tolerance. They review and rebalance portfolios at least quarterly. Clients pay a single bundled fee for investment advisory services, covering advice and transaction costs.
Assets Under Management$35M
Clients92
Advisors2
Avg. per Client$380K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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% |
Fees are negotiable and may be adjusted on a per account basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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