David Kloberdanz is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Denver, CO, with 25 years of industry experience. David 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
1580 Lincoln Street, Suite 680, Denver, CO, 80203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David has an LLC called Capital Resource Management, LLC, which he set up in 1998 to invest in oil and gas wells, though it has been less active recently. He also rents out his primary home for film production and is the treasurer and a board member of the Bill Rompf Junior Tennis Foundation, dedicating minimal time to this role.
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Suntrust Securities, INC.Broker
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.