Elevate Wealth Management

Elevate Wealth Management provides personalized investment management and comprehensive financial planning for individuals, high-net-worth families, trusts, and retirement plans. Elevate Wealth Management builds customized portfolios primarily using equities, fixed income securities, mutual funds, and exchange-traded funds, and can incorporate alternative investments or socially responsible strategies when requested. For investment management, Elevate Wealth Management charges an annual fee based on the total value of your portfolio, with a maximum rate of 2% and a typical account minimum of $100,000. In addition to managing investments, Elevate Wealth Management offers standalone financial planning and consulting services through fixed fees or hourly rates. Elevate Wealth Management acts as a registered investment advisor and is legally required to act in your best interest.