Element Pointe Family Office provides wealth management and family office advisory services to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, and pooled investment vehicles. Services include investment management, financial planning, consulting, and family office advisory. Element Pointe manages client investment portfolios on a discretionary or non-discretionary basis, allocating assets among ETFs, mutual funds, independent investment managers, and private funds.
Assets Under Management$850M
Clients48
Advisors11
Avg. per Client$18M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$15M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 Element Pointe's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...