Elevated Retirement Financial Services (ERFS) manages investment portfolios and provides financial planning. ERFS develops a personal investment policy or plan with an asset allocation target based on the client's goals and objectives. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ERFS also provides advisory services to participant-directed retirement plans through third party administration services.
Assets Under Management$78M
Clients105
Advisors1
Avg. per Client$750K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.40% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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