Elevation Wealth Partners, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Elevation Wealth Partners offers portfolio management tailored to individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular monitoring. They also provide financial planning, either as part of investment management or as a standalone service, covering retirement, cash flow, insurance, and estate planning. Clients can impose reasonable restrictions on their account management.
Assets Under Management$53M
Clients171
Advisors2
Avg. per Client$310K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
In addition to the advisory fee, a platform fee of 0.15% is charged on all assets except those held in American Funds. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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