How we work, and what it costs.
Elevate Wealth works with a limited number of individuals and families. For those clients, we look after everything in their financial life that has a dollar sign attached to it.
We treat portfolio management and financial planning as one job rather than two. A portfolio only makes sense in the context of the plan it is funding, and a plan is only worth as much as the way it is actually invested.
Our fee structure has two components
An initial financial planning fee
From $5,000 to $30,000, depending on the complexity of your family’s assets, business entities, and coordination with your CPA and attorney.
An ongoing asset management fee
Charged annually as a percentage of the assets we manage. It starts at 1.25% and declines as asset values reach certain levels.
The full schedule, including the levels at which the asset management fee declines, is set out in our Form ADV Part 2A.
Lower fees for comparable services may be available from other sources.
Talk through what your engagement would cost.
An introductory consultation is complimentary and carries no obligation.
Or call 858-205-4236 · rob@elevatewealthria.com