John Wolfsberg is a registered investment advisor at Centerpoint Advisors, LLC, based in Needham, MA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 502 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees vary between 0.40% and 1.50% based on assets managed, asset allocation, and scope of services. Centerpoint generally enforces a minimum annual fee of $30,000. Fees are negotiable.
Fee Estimator
Location
175 Highland Avenue, Suite 302, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John works for Centerpoint Advisors, LLC, an investment-related advisory firm, on a full-time basis.
Employment History
Current Registrations
Centerpoint Advisors, LLC
Previous Registrations
Wood (arthur W.) Company, INC.Broker
Detwiler Fenton & CO.Broker
Detwiler Fenton Wealth Management INCBroker
National Asset Management, INC.
National Securities CorporationBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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