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
Lafayette, LA 70508
Credentials
Series 66
Industry experience
25 years
Flat fees charged on a project basis ranging from $500 to over $100,000
$0+: 0.10% - 1.50% $0+: 0.30% - 0.40% $0+: up to 2.11% maximum Program Fee (negotiable) $0+: 0.04% - 0.23% (consulting fee for brokerage customers)
Certain representatives are registered representatives of a broker-dealer and may receive commissions for brokerage transactions
Hourly consulting or advisory fees ranging from $65 to $500 per hour
Account minimum: $100,000 Fee-only: Flat fees from $500 to over $100,000 on a project basis; hourly fees from $65 to $500 per hour
Elevation Point Wealth Partners, LLC
2025 - Present (1 year)
UBS financial Services Inc.
2000 - 2025 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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