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Benjamin Robinson

Elevation Point Wealth Partners, LLC
25 Years of Experience
Lafayette, LA
Sells Insurance
View SEC Summary
View SEC Summary

Benjamin Robinson is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Lafayette, LA, with 25 years of industry experience. Benjamin 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
—
View Full SEC Brochure

Location

2000 Kaliste Saloom Road, Suite 100, Lafayette, LA, 70508

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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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Other Business ActivitiesSells Insurance

Benjamin is involved in non-variable insurance sales through The Robinson Investment Group, LLC. He is also a board member of the Acadiana Community Tennis Association.

Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Brookstone Capital Management LLC
June 2018 - July 2025 · 7 yrs 1 mo
Oneamerica Securities, INC.
March 2011 - June 2018 · 7 yrs 3 mos
Oneamerica Securities, INC.Broker
May 2010 - June 2018 · 8 yrs 1 mo
Chase Investment Services CORP.Broker
August 2009 - March 2010 · 7 mos
LPL Financial Corporation
January 2008 - August 2009 · 1 yr 7 mos
LPL Financial CorporationBroker
January 2008 - August 2009 · 1 yr 7 mos
Allstate Financial Services, LLCBroker
July 2001 - January 2008 · 6 yrs 6 mos
American Express Financial Advisors INC.Broker
October 2000 - June 2001 · 8 mos
Ids Life Insurance CompanyBroker
October 2000 - June 2001 · 8 mos
State Registrations1 state
LA
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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