Linda Malin
Linda Malin is a CFP-designated registered investment advisor at Elevation Point Wealth Partners, LLC, based in Denver, CO, with 36 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,677 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevation Point Wealth Partners (EPWP) offers investment management through various programs. The standard annual management fee for Elevation Point Managed Volatility and Summit Portfolios is 0.30% - 0.40% per year, assessed quarterly. In the Direct Advisor Program, fees range from 0.10% - 2.50% of the value of your portfolio per year. Fees are negotiable. EPWP may also manage accounts held away at other custodians using a third-party platform, Pontera, with standard advisory fees applying.
Location
1580 Lincoln Street, Suite 680, Denver, CO, 80203
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2005Customer Dispute
March 2001Other Business Activities
Linda is a partner in Linmar LLC, a real estate partnership, since 2001. She also receives music publishing royalties from Carlin America and is a Life Member Chair for the Acadiana Symphony Women's League, supporting their fundraising activities.
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.