Advisor at Element Pointe Family Office
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Firm
Element Pointe Family Office
Location
Miami, FL 33131
Credentials
Series 65, Series 66
Industry experience
16 years
David Savir is a financial advisor at Element Pointe Family Office with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Element Pointe since 2016. Savir is a member of the Florida Bar, though he does not actively practice law, and serves as a director for the NPA Foundation and as director and fundraising committee chair for Big Brothers Big Sisters of Miami. Element Pointe Family Office provides wealth management, family office advisory, financial planning, retirement plan advisory, and private fund management primarily for ultra-high-net-worth families and related entities. The firm employs a diversified, asset-allocation driven core and satellite investment approach and operates an affiliated private fund focused on non-public investments.
Based on Element Pointe Family Office
Based on Element Pointe Family Office
Based on Element Pointe Family Office
Negotiated fixed fees for family office advisory based on scope and complexity
$0 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.85% annually $10,000,001 - $25,000,000: 0.65% annually $25,000,001 - $50,000,000: 0.45% annually $50,000,001 - $100,000,000: 0.40% annually $100,000,001+: 0.25% annually
Performance-based fees charged only by affiliated private funds; not charged on managed client assets
Account minimum: $15,000,000 Minimum fee: Negotiated fixed fees based on scope of work; fees can be waived at firm's discretion
333 Se 2 Nd Ave, Suite 2520
Miami, FL 33131
Florida · Texas
ELEMENT POINTE ADVISORS, LLC dba ELEMENT POINTE FAMILY OFFICE
2016 - Present (10 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Other specialized services
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