Elevatus Wealth Management is a registered investment advisor headquartered in Victor, New York, managing portfolios and providing financial planning for individuals, high-net-worth clients, trusts, and other entities. Elevatus Wealth Management offers continuous investment supervisory services on a discretionary or non-discretionary basis, utilizing various investments including equities, fixed income securities, alternative investments, and mutual funds. In addition to core portfolio management, Elevatus Wealth Management provides comprehensive financial consulting covering retirement planning, estate planning, tax planning, and other personal financial needs. The firm also offers access to separately managed accounts, third-party model portfolios, digital asset strategies, and specialized platforms such as Focus Partners and Pontera for held-away accounts. Elevatus Wealth Management is owned by Daniel Hare and operates as a fee-based firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee is up to 1.50% and is assessed monthly in arrears based on prior month-end asset values.