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 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
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.