Elevated Wealth is a registered investment advisor founded in March 2024 and principally located in Arkansas. Jacqueline Rogers serves as the principal owner and chief compliance officer. Elevated Wealth operates as a fee-only firm, meaning compensation comes solely from clients rather than commissions or third-party product sales. Elevated Wealth provides comprehensive wealth management, which combines ongoing investment management and financial planning. For investment management, Elevated Wealth builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, government and municipal securities, and cash equivalents, typically managing accounts on a discretionary basis. Elevated Wealth also offers ongoing financial planning covering cash flow and debt management, non-qualified deferred compensation, tax planning strategies, retirement planning, business planning, college savings, employee benefits optimization, estate planning, insurance, and risk management. Additionally, Elevated Wealth provides project-based financial planning for clients looking to address specific questions or one-time issues, as well as recommendations for third-party money managers when appropriate. Elevated Wealth serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and small business entities without requiring a minimum account size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and up to 1.25% annually. Billed monthly in advance. Financial planning fees may be waived if clients engage asset management services.