Elevation Point Wealth Partners (EPWP) provides investment advice and asset management services to individuals, businesses, and retirement plans. EPWP offers services through different programs, including a Solicitor's Program, Co-Advisor Program, and Direct Advisor Program. EPWP manages investment portfolios through Elevation Point Managed Volatility Portfolios and Summit Portfolios, which are comprised of mutual funds, ETFs, and separately managed accounts. Some advisors may also be registered representatives of a broker-dealer, creating a potential conflict of interest.
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.