Elevation Point Wealth Partners, LLC offers investment management and financial consulting services through various programs, including solicitor-driven portfolios, co-advisory relationships, and direct separately managed accounts. Elevation Point Wealth Partners provides tactical asset allocation strategies, such as managed volatility and summit portfolios, utilizing mutual funds, exchange-traded funds, and third-party managers. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans. Elevation Point Wealth Partners tailors its approach to client risk tolerances and investment objectives while coordinating portfolio supervision, reporting, and administrative support through third-party custodians and affiliated entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.11% |
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.