Ashley Blanc
Ashley Blanc is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Lafayette, LA, with 25 years of industry experience. Ashley 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.11% |
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
Location
2000 Kaliste Saloom Road, Suite 100, Lafayette, LA, 70508
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations2 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.
Exams
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