Elevate Capital Advisors Fees & Minimum

Overview

Headquarters: Eagle, CO
Total Firm Assets: $183 million
Average High-Net-Worth Client Portfolio Size: $1.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ELEVATE CAPITAL ADVISORS ADV PART 2A (2026-02-02) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.25%
$500,001	$750,000	1.00%
$750,001	$1,000,000	0.90%
$1,000,001	$1,500,000	0.80%
$1,500,001	$2,500,000	0.70%
$2,500,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.55%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,625	1.16%
$5 million	$37,625	0.75%
$10 million	$65,125	0.65%
$50 million	$265,125	0.53%
$100 million	$515,125	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 76.15%
Number of High-Net-Worth Clients: 82
Total Client Accounts: 566
Discretionary Accounts: 540
Non-Discretionary Accounts: 26

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 288190

ELEVATE CAPITAL ADVISORS ADV PART 2A (2026-02-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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