Elevation Point Wealth Partners, LLC
Assets Under Management
$2.4B
Number of Clients
1,677
Number of Advisors
35
Average Client AUM
$1.5M
AUM per Advisor
$69.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Elevation Point Wealth Partners provides advisory services through several programs, including Solicitor, Co-Advisor, and Direct Advisor programs. They offer asset management services through Elevation Point Managed Volatility Portfolios and Summit Portfolios. The firm manages accounts for individuals, pension plans, trusts, and corporations.
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
Location
1580 Lincoln Street, Suite 680, Denver, CO, 80203