Assets Under Management
$854.5M
Number of Clients
48
Number of Advisors
10
Average Client AUM
$17.8M
AUM per Advisor
$85.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Element Pointe Family Office provides advisory services to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, and pooled investment vehicles. Services include wealth management, financial planning, family office advisory, and investment management on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable at the firm's sole discretion.
333 SE 2nd Ave, Suite 2520, Miami, FL, 33131