Bradford Smithy
Bradford Smithy is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Palm Beach Gardens, FL, with 32 years of industry experience. Bradford 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
3801 PGA Blvd Suite 1000, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Criminal
August 1989Other Business Activities
Bradford is a board member for Place Of Hope Planned Giving Council, advising on fundraising activities since 2018. Bradford also owns Sunset Point Rental Property since July 2023.
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Previous Registrations
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
More Advisors
- David Jacoby, CFA, CFPRemote Financial Planner, LLC
- David Swank, CFAHood River Capital Management LLC
- Amy Owen, CFPHb Wealth
- James Jaramillo, ChFCState Farm Investment Management CORP.
- Ronald Rourk, CFPMorgan Stanley
- Reece Bogan, CFPHamilton Capital