Elevated Capital Advisors, LLC
Assets Under Management
$433.0M
Number of Clients
1,031
Number of Advisors
20
Average Client AUM
$420K
AUM per Advisor
$21.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Elevated Capital Advisors, LLC (ECA) offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. Services include reviewing client objectives, recommending investments (stocks, bonds, mutual funds, ETFs, etc.), and preparing Investment Policy Statements. ECA provides services through affiliated financial advisors and offers discretionary and non-discretionary investment advisory services.
Fee Structure
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
Location
11925 South 700 East, Draper, UT, 84020