Paul Hack
Paul Hack is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Denver, CO, with 56 years of industry experience. Paul 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)
Regulatory
July 2016Customer Dispute
August 2012Other Business Activities
Paul is a partner in The Steady Climb LLC since 2019. He spends minimal time on this investment-related business.
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
State Registrations1 state
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.