Elevage Partners, LLC
Assets Under Management
$147.0M
Number of Clients
371
Number of Advisors
5
Average Client AUM
$396K
AUM per Advisor
$29.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Elevage Partners, LLC provides continuous investment advice based on individual client needs, developing personal investment policies and managing portfolios accordingly. They also offer financial planning services, including a comprehensive evaluation of a client’s current and future financial state. Elevage serves as investment advisor to the EP Alternative Fund, LLC and the Elevage Artio SPV.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $9.0M | 0.60% |
| $9M+ | 0.50% |
Minimum annual fee of $5,000. Fees are negotiable on a client-by-client basis.
Fee Estimator
Investment management fees are based on a percentage of assets under management, with a minimum annual fee of $5,000. Financial planning fees are determined based on the nature of services and complexity of the client's circumstances, with a minimum quarterly fee of $600. Fees are negotiable on a client-by-client basis. Some financial professionals are also licensed insurance agents and may receive commissions from insurance products sold, creating a potential conflict of interest.
Areas of Practice
Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511