Elevated Wealth provides ongoing investment advice and financial planning. They work with clients to establish financial goals and create personalized investment plans. Elevated Wealth primarily advises on stocks, bonds, mutual funds, and ETFs. They also offer project-based financial planning for specific needs. Clients grant Elevated Wealth limited authority to buy and sell securities on a discretionary basis.
Assets Under Management$22M
Clients60
Advisors1
Avg. per Client$360K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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