Elevated Financial Group is an investment management firm located in Carmel, Indiana, that helps clients build, manage, and preserve their wealth. The firm specializes in retirement investing and income generation, creating customized investment portfolios using exchange-traded funds, mutual funds, stocks, bonds, and alternative investments. Elevated Financial Group operates on a discretionary basis, meaning they make day-to-day trading decisions on behalf of clients based on individual investment plans. In addition to managing investments, the firm offers comprehensive financial planning covering retirement, taxes, cash flow, estate planning, and insurance, as well as retirement plan consulting for businesses and estate planning coordination through digital platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum advisory fee does not exceed 1.75%. Specific rates vary by strategy: 0.50% for tactical exchange-traded fund and active stock portfolios, 0.20% for separately managed accounts, and 0.50% to 1.00% for options overlay strategies. Fees are negotiable.