Elevation Wealth Partners offers investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Elevation Wealth manages investments using mutual funds, exchange-traded funds, individual stocks, and bonds. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$190M
Clients102
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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