Elevate Wealth Advisors manages investment portfolios for individual and high net worth clients. They aim to actively manage portfolios based on market and economic trends. Elevate manages client accounts on a discretionary basis, meaning they make trades without asking for permission first. Clients can place reasonable restrictions on investments in certain securities or sectors. Elevate also manages a pooled investment vehicle, Elevate Alpha Fund, LP.
Assets Under Management$29M
Clients84
Advisors3
Avg. per Client$350K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Clients may be charged $50/month for Assets Under Advisement (AUA) service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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