Elevate Wealth is a registered investment advisor founded in 2025 that offers personalized investment management and financial planning services. Elevate Wealth builds customized portfolios based on each client's goals, time horizon, and risk tolerance, holding investments with discretion. In addition to portfolio management, Elevate Wealth provides comprehensive financial planning covering retirement strategies, tax planning, estate preservation, cash flow analysis, and risk management. Clients can also engage Elevate Wealth for standalone financial plans or ongoing advisory services tailored to complex executive or ultra-high-net-worth situations. Led by sole owner Robert Duncan, Elevate Wealth operates primarily in San Diego, California, and emphasizes a commitment to acting in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Cash is included in fee calculations.