Elevated Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevated Asset Management LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, qualified retirement plans, and business entities with ongoing asset management, financial planning, and variable annuity portfolio management. The firm provides both discretionary and non-discretionary advisory services and coordinates with clients’ other professionals as needed.
The firm tailors portfolios to documented client goals, risk tolerances and time horizons, using an intake process that gathers net worth, risk analysis and other relevant information and by maintaining an investment policy statement for each client. Portfolio construction and monitoring draw on multiple analysis methods — including fundamental, technical, charting and cyclical analysis — and may incorporate long-term holdings, option strategies or margin when appropriate and authorized by the client.
Distinctive features include pension consulting and ERISA plan services in both limited-scope 3(21) and discretionary 3(38) roles, a capability that is uncommon for a single-advisor independent firm. The practice manages roughly $39.5 million across about 120 client relationships, offers fixed-fee financial planning and provides specialized services such as variable annuity management and access to a mutual-fund platform option.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee between $1,000 to $3,000
$0 - $500,000: 1.4% annually $500,001 - $1,000,000: 1.3% annually $1,000,001 - $2,000,000: 1.2% annually $2,000,001 - $4,000,000: 1.1% annually $4,000,001 - $8,000,000: 1.0% annually $8,000,001+: 0.9% annually
Account minimum: $100,000 Fee-only: Fixed fee for financial planning services between $1,000 to $3,000
Main office
680 S Cache St, Suite 100
Jackson WY 83001
Advisors at this office
1
Most active in
Colorado · Idaho · Minnesota · Texas · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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