Kathleen Burke
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 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
307 Tequesta Drive, Tequesta, FL, 33469
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1997Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
Southeast Research Partners, INC.Broker
First Southeastern Securities Group, IncorporatedBroker
Laffer, Warren and CO., INC.Broker
Corporate Securities Group, INC.Broker
Alex. Brown & Sons IncorporatedBroker
Kemper Securities Group, INC.Broker
Prescott, Ball & Turben, INC.Broker
Gulfstream Financial Associates, INC.Broker
Boettcher & Company, INC.Broker
Jw Charles - Bush Securities, INC.Broker
Shearson Lehman Brothers INC.Broker
Alan Bush Brokerage COBroker
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.