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Up-Front Fee

$2,400

$3,500

$5,000

$6,500

AUM

$0-$750k

$750k-$1.5M

$1.5M-$3M

$3M+

AUM Fee

75 bps

70 bps

60 bps

50 bps

Monthly Fee

$99

$99

$149

$249

Investment Advisory Services offered through Elevated Financial Group, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Please review Important Disclosure Information set forth in page link below.

 

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