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Kathryn Zurcher

Element Pointe Family Office

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About Kathryn Zurcher

Kathryn Zurcher is an Investment Advisor Representative at Element Pointe Family Office. Kathryn has been in the industry since 2014. Kathryn is registered in Connecticut and Texas. Kathryn is a Series 65 licensed professional and specializes in portfolio management for individuals and pooled investment vehicles. Kathryn is also registered in Connecticut and has been registered with the state since 2020.

Firm Information

Kathryn Zurcher is currently registered with Element Pointe Family Office. Element Pointe Family Office is a Miami, Florida-based registered investment advisor with $836,893,114 in regulatory assets under management. The firm provides a range of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisers. Element Pointe serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm has 10 investment adviser representatives and operates under the SEC number 801-107214.
Element Pointe Family Office

333 SE 2ND AVE

MIAMI, FL 33131

$836.89M

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and family office advisory services

Consulting and family office advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Reporting fees for family office clients

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Kathryn Zurcher’s Registration & Firm History

CT

10/15/2024 - Present

Element Pointe Family Office (Vernon CT)

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Licenses & Designations

IA

Issued 04/17/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Zurcher.
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