Advisor at Elevation Point Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elevation Point Wealth Partners, LLC
Location
Minneapolis, MN 55437
Credentials
Series 66
Industry experience
23 years
Chad Bester is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo Clearing. Outside of his advisory role, Bester is involved as an investor in several restaurant ventures and serves as vice chair of the investment committee at Hamline University, focusing on socially responsible investing. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm utilizes tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
Flat fees for project-based services generally range from $500 to over $100,000.
$0+: 0.10% - 2.50% annually (negotiable, based on client assets under management) $0+: 0.30% - 0.40% annually for Elevation Point Managed Volatility and Summit Portfolios
Certain investment adviser representatives are also registered representatives of a broker-dealer and may receive commissions on brokerage products; commission-based Fixed Insurance Products are sold by licensed insurance agents affiliated with the firm.
$65 - $500 per hour for consulting or financial planning services.
Account minimum: $100,000
8000 Norman Center Drive, Suite 630
Minneapolis, MN 55437
Minnesota · Texas
Innovation Partners LLC
2023 - Present (3 years)
Mount Yale Investment Advisors, LLC
2021 - Present (5 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
WELLS FARGO ADVISORS LLC
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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