ELEVATED PERFORMANCE INVESTMENT GROUP, LLC

Overview

Elevated Performance Investment Group, LLC is a small, individual-owned advisory firm organized as a limited liability company. The firm positions itself as a capital allocator and adviser that provides financial planning, selects third-party managers on clients’ behalf, and runs educational seminars and workshops. Its fee model emphasizes fixed fees (and other non-AUM fee arrangements), which aligns with a consulting-style approach rather than a pure asset-fee model. Elevated Performance does not list ESG investing as an active focus and is not registered as a multi-state adviser or a pension consultant. Industry relationships include ties to another investment adviser, an accounting firm, and an insurance company, suggesting the firm coordinates advice across wealth, tax and insurance disciplines.

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