Elevated Wealth Strategies provides investment advisory services including portfolio management and financial planning to individuals, small businesses, and institutional clients. Financial planning is not offered on a standalone basis, but as part of the initial client onboarding process and as needed as client financial circumstances evolve. Elevated Wealth may recommend unaffiliated money managers or investment advisors through managed account programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee will range up to 1.00% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. The fee may be negotiated by Elevated Wealth at its discretion. For managed accounts programs, fees range from 0.35% to 0.70%, and in no event will the client be charged more than 2.00% in combined management and program fees.