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How does the advisor help clients – Key Takeaways:
ELEVATION CAPITAL PARTNERS, LLC operates as a financial advisory firm, providing expert financial guidance to clients seeking to attain their monetary goals. By utilizing their extensive knowledge and experience in the financial industry, the firm offers a variety of services and resources to assist individuals and businesses in managing their wealth.
- Customized Financial Solutions: The advisors at ELEVATION CAPITAL PARTNERS, LLC work closely with clients to understand their unique financial needs and goals. By creating a customized financial plan, they help clients make informed decisions about their money and investments.
- Diverse Range of Products and Services: The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. This allows clients to have all of their financial needs managed under one roof.
- Expert Knowledge and Insight: With a team of highly experienced financial advisors, ELEVATION CAPITAL PARTNERS, LLC provides clients with the latest market insights and trends. This enables clients to make well-informed decisions about their investments, ultimately helping them achieve their financial goals.
Facts and Insights
ELEVATION CAPITAL PARTNERS, LLC has been in business for over 15 years and has a team of over 50 financial advisors. As of December 2020, the firm has over $2.5 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50+ | 15+ years |
Financial Services Offered
At ELEVATION CAPITAL PARTNERS, LLC, clients have access to a wide range of financial services to suit their unique needs and goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Wealth Management
- Financial Consulting
Client Types
ELEVATION CAPITAL PARTNERS, LLC works with a diverse range of clients, including individuals, families, and businesses. The firm caters to clients in different stages of life, from young professionals just starting to build their wealth to retirees looking to protect and grow their assets.
Fees & Compensation
The firm’s fees and compensation structure are based on the services provided and the assets under management. This ensures that the advisors are aligned with their clients’ interests and are not incentivized to make decisions that are not in their best interests.
Background
ELEVATION CAPITAL PARTNERS, LLC was founded in 2005 by a team of seasoned financial professionals with a shared vision of providing comprehensive financial services and solutions to clients. The firm is headquartered in New York City and has multiple offices throughout the United States.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ELEVATION CAPITAL PARTNERS, LLC is required to disclose any potential conflicts of interest and any other pertinent information that may impact their clients. These disclosures can be found on the firm’s Form ADV, which is available to the public on the Securities and Exchange Commission’s website.