Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and may vary. The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. Direct Advisor Program fees can be flat fees (ranging from $500 to over $100,000), hourly rates ($65-$500 per hour), or a percentage of assets under management (0.10% - 1.50%). Clients may be billed directly or authorize EPWP to debit fees from their accounts. A $500 account closing fee may apply upon termination.
Areas of Practice
Advisor Information
Office location
4190 Telegraph Road, Suite 3300, Bloomfield Hills, MI, 48302
Get directionsRegulatory History (1)
Customer Dispute
October 2014Other Business ActivitiesSells Insurance
Andrew is the Founder and Managing Partner of Elevation Point Wealth Partners, LLC dba Fortage Capital Advisors, spending about half his time in this role. He also sells fixed insurance, dedicating minimal time to this activity, and serves as a Director for the Western Golf Association, a non-profit organization, spending minimal time.