Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen O'Connell is an investment advisor representative at Element Pointe Family Office. Stephen has been in the industry since 2015 and holds the Series 65 license. Stephen is a Chartered Financial Analyst and has experience in financial planning, portfolio management, and selection of other advisors. Stephen's primary area of focus is working with high-net-worth individuals and families. Stephen is also a member of 414 Manhattan Ave., LLC, an entity that holds real estate for investment and rental income purposes.
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
09/08/2016 - Present
Element Pointe Family Office (MIAMI FL)
IA
Issued 08/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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