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 →
Employment History
Current Registrations
Element Pointe Family Office
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2020 - March 2021 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.