Element Pointe Family Office

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

95% of AUM

Avg account

$3M

Accounts

412

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 282750
Registered since: February 10, 2016
Website: elementpointe.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI99.65%
Pooled Investment Vehicles0.19%
Pension & Profit Sharing Plans0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Element Pointe Family Office is an independent RIA organized as an LLC that positions itself as a multi-service wealth manager and capital allocator for high-net-worth families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and pooled investment vehicles, and the selection of third‑party advisers. It charges a mix of percentage-of-AUM, fixed, performance‑based and other fee arrangements. Element Pointe is registered with the SEC, having registered in 2016. The firm is not an active ESG investor according to its disclosures.