Elevated Private Wealth offers investment advice tailored to clients’ needs and investment objectives. This includes reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Clients can restrict investments in certain securities. The firm provides discretionary investment advisory services through managed account programs.
Assets Under Management$120M
Clients112
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.60% |
Fees may be negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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