Elizabeth Telford is a registered investment advisor at Corvus Wealth Advisors LLC, based in Templeton, CA, with 4 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 474 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corvus Wealth Advisors offers investment management services where fees are based on a percentage of the value of your portfolio.
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Financial Life Management:
- First $1,000,000: 1.00% per year
- $1,000,000.01 - $3,000,000: 0.75% per year
- $3,000,000.01 - $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.35% per year
- Minimum annual fee of $5,000
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Investment Management Only:
- First $1,000,000: 0.80% per year
- $1,000,000.01 - $3,000,000: 0.50% per year
- $3,000,000.01 - $5,000,000: 0.40% per year
- Over $5,000,000.01: 0.30% per year
- Minimum annual fee of $4,000
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Non-Profit 501(c)(3) Investment Management:
- First $5,000,000: 0.50% per year
- Over $5,000,000.01: 0.25% per year
- Minimum annual fee of $2,500
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Tactical Cash Management Strategy:
- All Assets: 0.25% per year
- Minimum annual fee of $1,000
Location
615 S. Main Street, Suite A, Templeton, CA, 93465
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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 Activities
Elizabeth is an event coordinator for small events and weddings, dedicating a few hours per week. She also works as a volleyball coach for St. Rose Catholic School, spending a few hours per week during the school season.
Employment History
Current Registrations
Corvus Wealth Advisors LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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