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How does the advisor help clients – Key Takeaways:
Ellevity Capital, LLC is a financial advisory firm that helps clients achieve their financial goals through expert guidance and strategic planning. With a team of experienced professionals and a vast array of services, Ellevity Capital aims to provide clients with personalized solutions tailored to their unique financial needs.
Facts and Insights:
Founded in 2009, Ellevity Capital has been in business for over a decade and has established itself as a reputable and trusted financial advisor. With a team of over 50 advisors, the firm has a strong presence in the financial market and has helped clients navigate through various economic cycles.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50+ | 10+ years |
Financial Services Offered:
Ellevity Capital offers a wide range of financial services to meet the various needs and goals of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides advisory services for business owners and helps with employee benefit plans.
Client Types:
Ellevity Capital caters to a diverse clientele, including high-net-worth individuals, families, business owners, and corporate executives. The firm also works with institutions like pension funds, endowments, and foundations to manage their investments and foster growth.
Fees & Compensation:
Ellevity Capital charges a fee based on a percentage of assets under management, which is typically 1% or lower. This fee structure aligns the firm’s interests with those of their clients, as they only earn more when the client’s portfolio performs well. The firm also offers hourly and fixed-fee options for certain services, providing clients with flexibility and transparency in their compensation model.
Background:
Ellevity Capital was founded by a group of experienced financial professionals who shared a common vision of providing clients with quality financial advice and services. The firm’s leadership team has over 100 years of combined experience in the industry and is committed to upholding the highest ethical standards in their work.
Financial Advisor Disclosures to Know:
Ellevity Capital is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is legally bound to act in the best interests of its clients and disclose any potential conflicts of interest. The firm also provides clients with a Form ADV Part 2A brochure, which outlines important information about the firm’s services, fees, and any disciplinary history.