Advisor at Element Pointe Family Office
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
Element Pointe Family Office
Location
Vernon, CT
Credentials
Series 65
Industry experience
6 years
Kathryn Zurcher is a financial advisor at Element Pointe Family Office with six years of industry experience. She holds the Series 65 designation and has worked previously at WP Financial, LLC and Private Capital Group, LLC. Element Pointe Family Office provides wealth management and family office advisory services to ultra-high-net-worth families, high-net-worth individuals, trusts, estates, and other entities. The firm employs a diversified, asset-allocation driven approach that includes discretionary and non-discretionary investment management, family governance support, and consolidated reporting.
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
Vernon, CT
Connecticut · Florida · Texas
Element Pointe Advisors, LLC
2024 - Present (2 years)
WP Financial, LLC
2020 - 2024 (4 years)
Diana, Conti & Tunila, LLP
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
Private Capital Group, LLC
2014 - 2018 (4 years)
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Is active or affiliated with:
Fund sponsor
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Lawyer
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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.
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.
CFP®, Series 63, Series 65
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Series 65
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Series 63, Series 65
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CFP®, Series 63
Hartford, CT
Nutmeg Capital Advisors, LLC
CFA®
Glastonbury, CT
Chieco Capital Management, LLC
Series 65
West Hartford, CT
Northmont Wealth Management LLC
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