CD
CD

Carlos Dominguez

10 Years of Experience
Miami, FL

Carlos Dominguez is a registered investment advisor at Element Pointe Family Office, based in Miami, FL, with 10 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 54 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
54 clients
Average Client Portfolio
$22.6M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$15M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.85%
$10.0M - $25.0M0.65%
$25.0M - $50.0M0.45%
$50.0M - $100.0M0.40%
$100M+0.25%

Fees are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 SE 2nd Ave, Suite 2520, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Carlos is involved in several business activities, including serving on investment and finance committees for the Orange Bowl Committee, managing multiple family-owned real estate holding entities, and managing Element Pointe Group, LLC and Element Pointe Deep Access GP, LLC. He also owns a commercial office building and rents space to businesses.

Employment History
Current Registrations
Element Pointe Family Office
May 2016 - Present · 10 yrs 5 mos
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.
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