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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisha? Claim Your ProfileElisha Kes is an Investment Advisor Representative at Element Pointe Family Office. Elisha is licensed in Florida and holds the Series 65 license. Elisha has worked in the financial services industry since 2013 and is currently registered with Element Pointe Family Office. Elisha has experience in various roles at financial institutions. Elisha specializes in providing financial planning, portfolio management, and consulting services to high-net-worth individuals and families. Elisha and Element Pointe Family Office manage assets on a discretionary basis, meaning they make investment decisions for clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting and family office advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Reporting fees for family office clients
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FL
08/25/2021 - Present
Element Pointe Family Office (MIAMI FL)
IA
Issued 01/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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