Andrew Moss
Andrew Moss is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Bloomfield Hills, MI, with 31 years of industry experience. Andrew 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
4190 Telegraph Road, Suite 3300, Bloomfield Hills, MI, 48302
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Regulatory History (1)
Customer Dispute
October 2014Other Business ActivitiesSells Insurance
Andrew is the Founder and Managing Partner of Elevation Point Wealth Partners, LLC dba Fortage Capital Advisors, spending about half his time in this role. He also sells fixed insurance, dedicating minimal time to this activity, and serves as a Director for the Western Golf Association, a non-profit organization, spending minimal time.
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Transcend Capital Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.