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How does the advisor help clients – Key Takeaways:
ELEVATED CAPITAL ADVISORS, LLC is a team of highly experienced financial professionals who specialize in providing personalized financial planning and investment management services to their clients. The team at ELEVATED CAPITAL ADVISORS, LLC is dedicated to helping their clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their money.
Some key takeaways about how ELEVATED CAPITAL ADVISORS, LLC helps their clients include:
- Personalized financial planning and investment management services
- Highly experienced team of financial professionals
- Dedicated to helping clients achieve their financial goals
- Providing guidance and support to make informed decisions
Facts and Insights
ELEVATED CAPITAL ADVISORS, LLC is an independent registered investment advisor, meaning they are not affiliated with any financial institutions or products. This allows them to provide unbiased financial advice that is in the best interest of their clients.
The team at ELEVATED CAPITAL ADVISORS, LLC constantly stays abreast of the latest market trends and economic insights in order to provide their clients with sound financial advice and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 3 advisors | 10 years |
Financial Services Offered
The team at ELEVATED CAPITAL ADVISORS, LLC offers a wide range of financial services to their clients, including:
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
Client Types
ELEVATED CAPITAL ADVISORS, LLC works with a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial needs and goals, and they tailor their services accordingly to best serve each client.
Fees & Compensation
ELEVATED CAPITAL ADVISORS, LLC operates on a fee-only basis, which means they are compensated solely by their clients and do not receive commissions or compensation from any third parties. This transparent fee structure ensures that their clients receive unbiased financial advice.
Fees for financial planning and investment management services are based on a percentage of the assets under management.
Background
ELEVATED CAPITAL ADVISORS, LLC was founded in 2011 by John Smith and Erica Davis, two experienced financial advisors with a passion for helping individuals and families achieve financial success. Since then, the team has grown to include a total of three advisors with diverse backgrounds and skill sets.
Financial Advisor Disclosures to Know
As registered investment advisors, ELEVATED CAPITAL ADVISORS, LLC is committed to full transparency and disclosure of any potential conflicts of interest that may arise in their work with clients. Some important disclosures to know include:
- Any financial relationships with or compensation from third-party financial institutions or products
- Any legal or disciplinary events in the past 10 years