Unclaimed
Lura Marrs is an Investment Advisor Representative at Element Pointe Family Office, an investment advisor firm based in Miami, Florida. Lura has been in the industry for 5 years and specializes in providing financial planning, portfolio management, and consulting services to high-net-worth individuals and families. Lura's experience includes working with Cambridge Investment Research and Purdue Federal Credit Union. Lura holds the Series 65 license, which is a uniform investment advisor law examination, and the SIE license, which is the Securities Industry Essentials examination.
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
1
2
FL
04/01/2021 - Present
Element Pointe Family Office (MIAMI FL)
IA
Issued 09/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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