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
Miami, FL 33131
Credentials
CFA®, Series 65
Industry experience
9 years
Stephen O'Connell is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is currently an advisor at Element Pointe Family Office, where he has worked since 2016 in various roles within the firm. Prior to that, he was employed at MassMutual and the University of Miami. Element Pointe Family Office provides wealth management, family office advisory, financial planning, retirement plan advisory, and private fund management services primarily for ultra-high-net-worth families and other sophisticated clients. The firm employs a diversified, asset-allocation driven “core and satellite” investment approach and offers both discretionary and non-discretionary investment management along with 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
333 Se 2 Nd Ave, Suite 2520
Miami, FL 33131
Florida
Element Pointe Advisors, LLC dba Element Pointe Family Office
2024 - Present (2 years)
Element Pointe Advisors, LLC dba Element Pointe Family Office
2021 - 2024 (3 years)
Element Pointe Advisors, LLC
2019 - 2021 (2 years)
Element Pointe Advisors
2016 - 2019 (3 years)
MassMutual
2016 - 2016 (1 year)
University of Miami
2012 - 2016 (4 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:
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Lawyer
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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Series 65
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