Brian Truxaw is a registered investment advisor at Elevation Advisory Partners LLC, based in Orlando, FL, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 987 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EAP offers investment management services for an annual fee, with a maximum fee of 2.00% of the value of your portfolio. The fee is calculated monthly based on the value of your investments at the end of the previous month. EAP may negotiate fees. In addition to the advisory fee, there is a $50 annual technology fee for accounts with balances over $2,500, billed at $4.17 per month. There is also a platform fee not to exceed 0.125% of assets under management, which may be negotiated.
Location
3505 Lake Lynda Drive, Suite 200, Orlando, FL, 32817
Get directionsHistory
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 →Employment History
Current Registrations
Elevation Advisory Partners LLC
State Registrations1 state
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.