Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Kyle Martin is an Investment Advisor Representative at Element Pointe Family Office in Miami, Florida. Martin has been working in the financial services industry since 2012. Martin has worked at several companies, including Live Nation Worldwide, Inc. and Element Pointe Advisors, LLC. Martin holds the Series 65 license and is a Certified Financial Planner. Martin specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and consulting and family office advisory services.
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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2
FL
04/03/2019 - Present
Element Pointe Family Office (MIAMI FL)
IA
Issued 08/01/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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