Linda Malin
Linda Malin is a CFP-designated registered investment advisor at Elevation Point Wealth Partners, LLC, based in Lafayette, LA, 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 Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,936 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.11% |
Maximum program fee charged is up to 2.11%, including solicitor fees. Standard annual management fee for managed volatility and summit portfolios ranges from 0.30% to 0.40%. Fees are negotiable.
Fee Estimator
Location
2000 Kaliste Saloom Road, Suite 100, Lafayette, LA, 70508
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.
Exams
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