Element Pointe Family Office is a wealth management and family office advisory firm based in Miami, Florida. The firm provides investment management, comprehensive financial planning, family office advisory services, and retirement plan consulting to high-net-worth and ultra-high-net-worth individuals, families, trusts, and estates. Element Pointe Family Office utilizes a core and satellite investment approach, combining low-cost index funds with individual stocks, exchange-traded funds, mutual funds, and alternative investments. The firm tailors portfolios to each client's specific risk tolerance, time horizon, and tax considerations, and can manage accounts on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable at the firm's sole discretion.