Elation Wealth LLC
Elation Wealth LLC
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A Fiduciary Approach You Can Trust

 We are a fee-only fiduciary, which means we don’t sell products or earn commissions. Our only priority is helping you grow and protect your wealth with integrity and transparency. Your success is our success. 

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Overview of Services

Investment Advisory Services

Our investment advisory fees are asset-based, ranging from 0.35% to 1.00% annually, depending on the size of your portfolio. This fee includes ongoing investment management and financial planning.**

Sample account types

  • IRAs and Roth IRAs
  • Rollover accounts
  • Individual retirement accounts
  • Individual and joint brokerage accounts
  • Custodial accounts 
  • Donor Advised 

All clients have access to comprehensive financial planning services.

Includes

  • Benefits planning
  • Retirement planning
  • Cash flow & debt strategy
  • Tax planning 
  • Risk management and insurance  planning
  • Estate & legacy planning 
  • Philanthropy planning
  • Education planning

**Our advisory fee is based on the current market value of your assets under management and follows a tiered schedule. This ensures your fee rate decreases as your portfolio grows.

Elation Wealth LLC

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