Benjamin Latroy Robinson

Elevation Point Wealth Partners, LLC

24 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Elevation Point Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

1,677 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

143 Ridgeway Drive, Suite 124, Lafayette, LA, 70503

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Benjamin is involved in non-variable insurance sales through The Robinson Investment Group, LLC. He is also a board member of the Acadiana Community Tennis Association.