Elevate Wealth Management is a registered investment advisor based in New Albany, Ohio, founded and wholly owned by Matthew Sands. Elevate Wealth Management provides personalized investment management and financial planning consulting services to individuals and high-net-worth individuals. The firm helps clients review investment objectives and goals, recommends asset allocation strategies across products like cash, stocks, mutual funds, bonds, and annuities, and prepares written investment strategies. Clients can set restrictions on certain investments. Elevate Wealth Management also offers financial planning services covering risk assessment, investment planning, estate planning, financial organization, and financial decision-making or negotiation. Investment services are provided on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $50.0M | 0.90% |
| $50M+ | 0.85% |
Fees are negotiable at Elevate Wealth Management's discretion. Consulting services are generally included in these asset management fees.