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 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
Sykesville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Elevation Point Wealth Partners, LLC
Previous Registrations
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Planning Solutions Group, LLC
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LPL Financial LLC
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LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations1 state
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