Advisor at Asset Lift Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Lift Wealth Management, LLC
Location
Cypress, TX
Credentials
Series 65
Industry experience
20 years
Eli Mitcham is a financial advisor with Asset Lift Wealth Management, LLC in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience, including 19 years with his current firm. In addition to his advisory role, he is a licensed independent insurance agent selling life insurance and fixed products. Asset Lift Wealth Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs risk-calibrated, globally diversified portfolios using exchange-listed securities, ETFs, mutual funds, and individual stocks, with active management and risk-management strategies aimed at limiting drawdowns and pursuing positive returns in down markets.
Based on Asset Lift Wealth Management, LLC
$0 - $500,000: 1.15% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.85% $3,000,001+: 0.70%
Insurance product sales by firm owner with commissions.
Financial planning services charged up to $250 per hour.
Account minimum: $100,000 (negotiable, exceptions may be made at firm’s discretion) Fee-only: Financial planning hourly fees ranging from $250 to $10,000 depending on complexity; initial consultation free.
Cypress, TX
Texas
Asset Lift Wealth Management, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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