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Kathleen Burke

Elevation Point Wealth Partners, LLC
44 Years of Experience
Tequesta, FL
1 Disclosure
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Kathleen Burke is a registered investment advisor at Elevation Point Wealth Partners, LLC, based in Tequesta, FL, with 44 years of industry experience. Kathleen 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.

Elevation Point Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
4,936 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.11%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

307 Tequesta Drive, Tequesta, FL, 33469

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1997
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
UBS Financial Services INC.
April 2010 - October 2025 · 15 yrs 6 mos
UBS Financial Services INC.Broker
April 2010 - October 2025 · 15 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2005 - April 2010 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - April 2010 · 7 yrs 10 mos
Morgan Stanley Dw INC.Broker
September 2001 - May 2002 · 8 mos
Deutsche Banc Alex. Brown INC.Broker
January 2001 - August 2001 · 7 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
June 1996 - September 1997 · 1 yr 3 mos
Southeast Research Partners, INC.Broker
January 1995 - May 1996 · 1 yr 4 mos
First Southeastern Securities Group, IncorporatedBroker
December 1994 - January 1995 · 1 mo
Laffer, Warren and CO., INC.Broker
June 1992 - December 1994 · 2 yrs 6 mos
Corporate Securities Group, INC.Broker
May 1992 - June 1992 · 1 mo
Alex. Brown & Sons IncorporatedBroker
September 1990 - May 1992 · 1 yr 8 mos
Kemper Securities Group, INC.Broker
September 1990 - September 1990 · 0 mos
Prescott, Ball & Turben, INC.Broker
January 1990 - September 1990 · 8 mos
Gulfstream Financial Associates, INC.Broker
October 1987 - January 1990 · 2 yrs 3 mos
Boettcher & Company, INC.Broker
June 1987 - November 1987 · 5 mos
Jw Charles - Bush Securities, INC.Broker
July 1985 - July 1987 · 2 yrs
Shearson Lehman Brothers INC.Broker
March 1983 - July 1985 · 2 yrs 4 mos
Alan Bush Brokerage COBroker
August 1981 - April 1983 · 1 yr 8 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.
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