How does the advisor help clients – Key Takeaways:
Elevation Wealth Management offers a variety of financial services to help clients plan and achieve their financial goals. With a team of experienced advisors and a comprehensive approach to financial planning, Elevation Wealth Management is committed to providing clients with personalized and professional financial guidance.
Facts and Insights
Founded in 2005, Elevation Wealth Management has been in business for over 15 years. The firm has accumulated over $500 million in assets under management and has a team of 10 advisors. This shows the firm’s solid track record and trusted expertise in managing clients’ assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Elevation Wealth Management offers a wide range of financial services, including wealth management, retirement planning, tax planning, estate planning, and insurance solutions. With their holistic approach, the firm aims to provide clients with integrated and customized financial solutions to meet their unique needs and goals.
Client Types
Elevation Wealth Management works with a diverse range of clients, including individuals, families, and small businesses. The firm’s advisors are equipped to help clients at all stages of life, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
Elevation Wealth Management operates on a fee-only basis, meaning that they do not earn commissions or have any conflicts of interest. This fee structure ensures that the firm’s advisors act in the best interest of their clients at all times. Fees are based on a percentage of assets under management, which means that the more a client’s assets grow, the more the firm earns, aligning their interests with those of their clients.
Background
The team at Elevation Wealth Management is made up of experienced financial advisors who have a deep understanding of the market and industry. With a commitment to ongoing education and training, the firm’s advisors stay up-to-date on the latest financial strategies and tools to help clients navigate changing market conditions.
Financial Advisor Disclosures to Know
As a registered investment advisor, Elevation Wealth Management is held to a fiduciary standard, meaning that they are legally obligated to act in their clients’ best interests. This means no conflicts of interest and full transparency on fees and compensation. The firm discloses any potential risks or conflicts of interest to their clients, ensuring a transparent and trustworthy relationship.