Winston Justice
Winston Justice is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Brentwood, TN, with 8 years of industry experience. Winston 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
Brentwood, TN
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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.
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Winston is the owner and founder of Elixr Coffee, a coffee shop in Nashville, TN, selling coffee and baked goods. He spends a few hours per week on this activity, none of which occurs during securities trading hours.
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Previous Registrations
Sagespring Wealth Partners
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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