Robert Johnson is a registered investment advisor at Elevate Wealth Management, based in Sheridan, WY, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 291 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevate Wealth Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 2%. The fee is calculated each quarter based on the value of your investments at the end of the previous quarter. Fees are negotiable and may be waived at Elevate's discretion. There is a $100,000 minimum account size, but Elevate may waive this requirement.
Location
50 E Loucks, Suite 125, Sheridan, WY, 82801
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
Elevate Wealth Management
Previous Registrations
Frontier Asset Management, 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.