Elevated Capital Advisors, LLC is a highly reputable investment advisory firm based in Sandy, UT. With a team of eight dedicated professionals, seven of whom specialize in investment advisory services, they deliver expert financial guidance to a diverse clientele. Known for their extensive experience, Elevated Capital Advisors manages a substantial portfolio of over $311,944,000 in assets under management, serving more than 860 individual clients.
With an average asset value of approximately $55,380,000 per investment advisor, Elevated Capital Advisors performs on par with industry standards. They possess a deep understanding of ...
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Assets Under Mgmt
$311.94M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
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