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Comprehensive Wealth Management

A personalized, long-view investment plan is essential to grow, enjoy, and protect your wealth over time. This plan, coupled with the understanding of what you would like to do with your money and why, forms the foundation of a successful advisory relationship.

Together, we look at the major aspects of your financial life including your specific values and goals, time horizon, income and liquidity needs, and ability and willingness to take risk. Then jointly, we create your personal definition of financial success and work with you to translate this into prioritized goals.

Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.

Comprehensive Process

Our comprehensive financial planning process helps address concerns such as health care costs, outliving your money, and the best time to file for Social Security benefits. The confidence meter helps you gauge how likely you are to reach your goals.

Wealth Management Client Portal

The Elevation Wealth Partners provides you with a real-time view of your investments, including quarterly reports and other portfolio information.

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Fee Schedule

Our advisory fee is 1.00% annually on the first $1,000,000 of assets under management, with lower rates applied to assets above that amount based on our tiered fee schedule. Fees are billed quarterly, in advance.
 
The fee includes our full suite of wealth management services, including investment management and comprehensive financial planning. Unlike many wealth management firms, we do not charge a separate financial planning fee.
 
We typically work with individuals and families who have at least $1,000,000 in investable assets, which generally aligns with our minimum annual fee of $10,000. However, we frequently work with high-income professionals, younger investors, and individuals with concentrated stock positions, equity compensation, anticipated liquidity events, or other complex planning needs whose investable assets may not yet meet that threshold.
 
We evaluate prospective client relationships based not only on investable assets, but also on the complexity of their financial lives and our ability to provide meaningful long-term value.
 
There is no cost or obligation associated with our initial meetings. These conversations allow us to learn about your goals, answer your questions, and determine whether we are the right fit for one another.