Sean Lee is a registered investment advisor at Elevated Capital Advisors, LLC, based in Draper, UT, with 18 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,031 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ECA offers investment management through various programs. The fees depend on the financial advisor and program chosen, but will not exceed 2.25% of the assets managed.
Managed Model Portfolios:
- ECA Administration Fee: 0.25% - 0.75%
- Financial Advisor Fee: 0.00% - 1.25%
Advisor Directed Managed Accounts:
- ECA Administration Fee: 0.25%
- Financial Advisor Fee: 0.00% - 1.75%
Fees are negotiable based on factors like the advisor, client type, complexity, account composition, potential deposits, client relationship, and total assets managed. Fees are withdrawn from the client's account quarterly, in advance, based on the fair market value of the account.
Location
11925 South 700 East, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean works full-time for SPL Financial, Inc. since 2012, offering investment and insurance services. He also dedicates a few hours per week as a partner with Emerging Advisor, LLC, training financial advisors.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
Previous Registrations
Global Financial Private Capital, LLC
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.