Elevation Advisory Partners (EAP) provides investment management, financial planning, and consulting services. EAP manages portfolios for individuals, high-net-worth individuals, families, estates, trusts, partnerships, and retirement plans. EAP primarily invests in equities, debt securities, mutual funds, and exchange-traded funds. EAP may recommend alternative assets. Clients can place reasonable restrictions on investments.
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.