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Andrew Moss

Elevation Point Wealth Partners, LLC
32 Years of Experience
Bloomfield Hills, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Andrew Moss is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Bloomfield Hills, MI, with 32 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Elevation Point Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
4,936 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.11%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4190 Telegraph Road, Suite 3300, Bloomfield Hills, MI, 48302

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
April 2025 - Present · 1 yr 6 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Transcend Capital Advisors, LLC
September 2020 - May 2025 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1999 - September 2020 · 21 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1994 - September 2020 · 26 yrs 1 mo
State Registrations11 states
AZDCFLILMINCNJOHSCVAWI
AdvisorBrokerBoth

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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