Elevate Wealth Management provides financial planning and investment management services to individuals, families, trusts, retirement plans, and other entities. Elevate offers services such as financial planning, tax planning, consulting, and retirement plan services. Elevate manages investments in equities, debt securities, mutual funds, and exchange-traded funds. Clients can place reasonable restrictions on investments.
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.