TrueAdvisor
TrueAdvisor
JP
JP

Jeffery Deloy Powell

Elevage Partners, LLC
31 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Elevage Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
371 clients
Average Client Portfolio
$396K average
Assets Under Management
$147.0M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $7.0M0.70%
$7.0M - $9.0M0.60%
$9M+0.50%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000

Location

5470 Kietzke Lane, Suite 300, Reno, NV, 89511

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 1999
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Elevage Partners, LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Elevage Partners, LLC
September 2011 - December 2016 · 5 yrs 3 mos
Securities America, INC.Broker
January 2009 - July 2010 · 1 yr 6 mos
Securities America Advisors, INC.
January 2009 - July 2010 · 1 yr 6 mos
Brecek & Young Advisors, INC.
January 2005 - January 2009 · 4 yrs
Brecek & Young Advisors, INC.Broker
May 2004 - January 2009 · 4 yrs 8 mos
Investment Advisors & Consultants, INC.Broker
August 2001 - December 2003 · 2 yrs 4 mos
Essex National Securities, INC.Broker
January 1997 - August 1999 · 2 yrs 7 mos
Banc One Securities CorporationBroker
July 1995 - November 1996 · 1 yr 4 mos
Abn Amro Securities (USA) INC.Broker
December 1994 - May 1995 · 5 mos
Abn Amro Investment Services, INC.Broker
March 1993 - May 1995 · 2 yrs 2 mos
Asb Financial ServicesBroker
May 1990 - October 1992 · 2 yrs 5 mos
Griffin Financial ServicesBroker
January 1990 - June 1990 · 5 mos
First Investors CorporationBroker
April 1988 - August 1988 · 4 mos
State Registrations2 states
NVTX
Advisor
Exams
No exam information available for this advisor.