Elevate Planners provides financial planning and investment management services. Financial planning covers topics like cash flow, college savings, retirement, and estate planning. Investment management offers ongoing portfolio supervision. Elevate Planners also sponsors a wrap fee investment program for accounts over $250,000.
Assets Under Management$26M
Clients44
Advisors2
Avg. per Client$590K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.5M | 0.95% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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