Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
48 clients
Average Client Portfolio
$17.8M average
Assets Under Management
$854.5M

Fee Structure

Minimum Investment:$15M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.85%
$10.0M - $25.0M0.65%
$25.0M - $50.0M0.45%
$50.0M - $100.0M0.40%
$100M+0.25%

Fees are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

333 SE 2nd Ave, Suite 2520, Miami, FL, 33131

Get directions

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.

Learn about disclosures →
Other Business Activities

David is involved in several business activities, including Syltosa LLC, Element Pointe Group LLC, and Element Pointe Deep Access GP, LLC. He also serves as a director for Temple Menorah, Inc. and NPA Foundation, and is a member of the Florida Bar, though he doesn't actively practice law.

Employment History
Current Registrations
Element Pointe Family Office
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2012 - March 2016 · 3 yrs 3 mos
Goldman, Sachs & CO.Broker
September 2009 - September 2012 · 3 yrs
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.