Benjamin Robinson
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 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
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 →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
Previous Registrations
Brookstone Capital Management LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Chase Investment Services CORP.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Allstate Financial Services, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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