Elevated Performance Investment Group, LLC

The firm serves clients by providing financial planning, ERISA 3(21) retirement‑plan advisory services, and public educational seminars and workshops, and by referring clients to third‑party managers and platform solutions. As of December 2025 the firm does not directly manage client assets and generally does not charge percentage‑of‑assets‑under‑management advisory fees itself, instead receiving solicitor fees and acting as a liaison to selected third‑party managers.

Services are delivered primarily through platform relationships and introductions to independent portfolio strategists and TPMs; the firm assists with onboarding, paperwork, ongoing communication, and periodic reviews but does not exercise discretionary trading authority over client accounts. Financial planning is provided on a negotiable fixed‑fee basis, ERISA services are offered on a non‑discretionary 3(21) basis, and seminars are presented as educational sessions rather than individualized investment advice.

The firm is distinctive among peers for its formal affiliations with an accounting/tax preparation business and for operating as a licensed insurance agency, outside activities the firm discloses as potential conflicts of interest and which account for a substantial portion of the principal’s time. Its solicitor/referral business model, routine public workshops, and documented process for selecting and disclosing relationships with other advisers differentiate it from many investment managers that primarily manage client AUM directly.