Elevatus Wealth Management provides investment management, investment advisory services, and financial planning to individuals, families, and other clients. Elevatus offers continuous investment supervision on a discretionary basis, utilizing various investment types. Financial planning services offer clients a detailed look at their financial condition in relation to their investment objectives, risk tolerance, and financial goals.
Assets Under Management$510M
Clients331
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Elevatus Wealth Management charges an annual management fee based on the value of your investments. The fee can be a flat percentage, a tiered schedule, or a linear schedule. Financial planning services are included in the investment advisory fees. The annual fee ranges up to 1.50%.
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