Caitlin Douglas
Caitlin Douglas is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Sykesville, MD, with 14 years of industry experience. Caitlin 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.
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
Sykesville, MD
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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
Previous Registrations
Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Planning Solutions Group, LLC
Triad Advisors LLCBroker
Keeney Financial Group INC.
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
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.
Exams
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