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Elevate Financial Planning and Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly
View SEC Summary
View SEC Summary

Elevate Financial Planning and Wealth Management (Elevate FPWM) offers financial planning and investment management services to individuals, including high-net-worth individuals. Financial planning covers areas like taxes, insurance, debt, and retirement. Investment management involves tailoring portfolios to client risk tolerance and goals, primarily using mutual funds, ETFs, and individual equities. Elevate FPWM may recommend Turnkey Asset Management Platforms (TAMPs) or other advisors.

Assets Under Management$110M
Clients457
Advisors40
Avg. per Client$230K
Avg. per Advisor$2.7M
www.elevatefpwm.com 

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.15%
$500K - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are negotiable. A tiered fee schedule is not available for assets managed by a TAMP Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure
Location

40 Advisors at this firm

AF
Aidan Files
AS
Andrew Schwan
AY
Austin Young
BS
Benjamin Shinners
BC
Braden Carnes
CS
Cade Scarborough
CB
Carter Bowman
CA
Christopher Athens
CC
Cole Carson
CP
Cole Peterlin
CM
Colin Mccleery
CO
Connor Ossorio
DR
Dante Rubino
DC
David Carnahan
DN
Dillon Nemeth
DW
Drake Wellborn
DP
Dylan Paskell
EM
Ethan Maclean
EA
Evan Atchley
FG
Francisco Gorbea
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