Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:$150 - $500/hr

ECA's advisory fees may not exceed 2.25% of assets under management, with the specific amount depending on the financial advisor and program chosen. Managed Model Portfolios have an ECA administration fee of 0.25-0.75% and a financial advisor fee of 0.00-1.25%. Advisor Directed Managed Accounts have an ECA administration fee of 0.25% and a financial advisor fee of 0.00-1.75%. Self-Directed Brokerage Accounts have an advisory fee of 1.25% and an administrative services fee of 0.70%. Financial planning fees range from $1,500 to $10,000, depending on complexity. Hourly consulting fees range from $150 to $500 per hour.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

Homedale, ID

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 1997
Other Business ActivitiesSells Insurance

Jeff sells fixed insurance through Currie Financial Group, dedicating about half his time. He also serves in the US Army Reserves, spends minimal time as Treasurer for the Idaho Jaycee Senate Foundation, and is an employee of American Pacific Mortgage, where he teaches classes on reverse mortgages.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
January 2019 - Present · 7 yrs
Previous Registrations
Galileo Financial Advisors, LLC
December 2012 - October 2013 · 10 mos
Global Financial Private Capital, LLC
January 2012 - January 2019 · 7 yrs
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Jeff David Currie - Financial Advisor | AdvisorDiscover