Element Pointe Family Office Fees & Minimum

Overview

Headquarters: Miami, FL
Total Firm Assets: $1.2 billion
Average High-Net-Worth Client Portfolio Size: $23.3 million
Stated Minimum Account Size: $15,000,000

Fee Disclosure

Source: ELEMENT POINTE ADVISORS FORM ADV OTA PART 2A 07-30-2026 (2026-07-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$3,000,000	1.00%
$3,000,001	$10,000,000	0.85%
$10,000,001	$25,000,000	0.65%
$25,000,001	$50,000,000	0.45%
$50,000,001	$100,000,000	0.40%
$100,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	Below minimum client size
$10 million	Below minimum client size
$50 million	$299,500	0.60%
$100 million	$499,500	0.50%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 99.65%
Number of High-Net-Worth Clients: 52
Total Client Accounts: 412
Discretionary Accounts: 396
Non-Discretionary Accounts: 16

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 282750

ELEMENT POINTE ADVISORS FORM ADV OTA PART 2A 07-30-2026 (2026-07-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Element Pointe Family Office