Elevage Partners offers investment management and financial planning services. Investment management is tailored to individual client needs, considering their goals, risk tolerance, and time horizon. Financial planning covers various aspects like personal finances, taxes, investments, insurance, retirement, and estate planning. Elevage also manages pooled investment vehicles, but these are not currently available to new investors.
Assets Under Management$150M
Clients371
Advisors5
Avg. per Client$400K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $9.0M | 0.60% |
| $9M+ | 0.50% |
Minimum annual fee of $5,000. Fees are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...