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Edward Hildebrand

Elevation Point Wealth Partners, LLC
23 Years of Experience
New Braunfels, TX
View SEC Summary
View SEC Summary

Edward Hildebrand is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in New Braunfels, TX, with 23 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
—
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Location

New Braunfels, TX

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Concorde Asset Management, LLC
September 2023 - April 2024 · 7 mos
Concorde Investment Services, LLCBroker
September 2023 - April 2024 · 7 mos
Wedbush Securities INC.
April 2023 - August 2023 · 4 mos
Wedbush Securities INC.Broker
April 2023 - August 2023 · 4 mos
Sanctuary Advisors, LLC
August 2021 - April 2023 · 1 yr 8 mos
Sanctuary Securities, INC.Broker
August 2021 - April 2023 · 1 yr 8 mos
Next Financial Group, INC.
May 2019 - August 2021 · 2 yrs 3 mos
Next Financial Group, INC.Broker
May 2019 - August 2021 · 2 yrs 3 mos
Sowell Management Services
March 2019 - May 2019 · 2 mos
Stephens
August 2017 - December 2018 · 1 yr 4 mos
StephensBroker
June 2017 - December 2018 · 1 yr 6 mos
Raymond James & Associates, INC.
October 2015 - July 2017 · 1 yr 9 mos
Raymond James & Associates, INC.Broker
October 2015 - July 2017 · 1 yr 9 mos
Next Financial Group, INC.Broker
April 2010 - September 2015 · 5 yrs 5 mos
Next Financial Group, INC.
April 2010 - September 2015 · 5 yrs 5 mos
Charles Schwab & CO., INC.
February 2008 - March 2010 · 2 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 2008 - March 2010 · 2 yrs 2 mos
E*trade Securities LLCBroker
May 2005 - December 2007 · 2 yrs 7 mos
TD Waterhouse Investor Services, INC.
July 2004 - May 2005 · 10 mos
TD Waterhouse Investor Services, INC.Broker
June 2004 - May 2005 · 11 mos
Charles Schwab & CO., INC.Broker
October 2000 - October 2002 · 2 yrs
State Registrations1 state
TX
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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