Elevated Financial Group (EFG) is an investment management firm that helps clients build, manage, and preserve their wealth. EFG offers investment management services on a discretionary basis, allocating client assets among various investments. EFG also offers financial planning as a separate service, including one-time plans and ongoing planning services. EFG may recommend private investments and alternatives. EFG also offers retirement plan services to employer plan sponsors.
Fee Structure
Elevated Financial Group (EFG) manages investments for a fee based on a percentage of the value of your portfolio. The maximum advisory fee will not exceed 1.75%. The specific fee depends on the investment strategy used:
- Tactical & Adaptive ETF Portfolios: 0.50% per year
- Stock/Active Portfolios: 0.75% per year
- SMA Portfolios: 0.20% per year (may incur additional manager fees)
- Options Overlay Strategies: 0.50% - 1.00% per year
Accredited clients participating in private investment strategies will be charged a separate flat fee for EFG's coordination of the investment, ranging from $1,000 to $25,000, in addition to advisory fees.