How does the advisor help clients – Key Takeaways:
ELEVATE FINANCIAL is a team of highly knowledgeable financial experts dedicated to helping clients achieve their financial goals. Through their comprehensive financial services, they assist clients in making informed decisions when it comes to managing their wealth.
- Offers personalized and tailored financial advice
- Utilizes a holistic approach to financial planning
- Provides ongoing support and guidance
Facts and Insights
ELEVATE FINANCIAL was founded in 2005 and has been serving clients for over 15 years. As of 2020, they have over $500 million in assets under management and employ a team of 10 professional advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
ELEVATE FINANCIAL offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
ELEVATE FINANCIAL serves a variety of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation
ELEVATE FINANCIAL is a fee-based advisor, which means they charge their clients a percentage of assets under management as their fee. This fee structure is designed to align the advisor’s interests with the client’s, as the more the client’s assets grow, the more the advisor is compensated. They do not receive any commissions for selling products, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
The team at ELEVATE FINANCIAL is made up of experienced and qualified financial advisors. They pride themselves on staying up-to-date with the latest market trends and financial strategies, ensuring that their clients receive the best advice possible.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to understand any potential conflicts of interest or disciplinary actions. ELEVATE FINANCIAL has a clean record with no reported disciplinary actions.