Clear Point Advisors offers investment management services, creating tailored investment allocations based on client goals, risk tolerance, and tax considerations. They may also provide personal financial planning advice on retirement, education funding, estate planning, insurance, and cash flow budgeting, if requested in a separate written agreement. Clear Point Advisors is a fee-only firm and does not sell commissioned products. Client assets are held by an independent custodian, and Clear Point Advisors places trades under a limited power of attorney.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
The fee schedule is subject to change upon 30 days written notice and is subject to negotiation. Clear Point Advisors may charge a lesser investment advisory fee, waive or modify its asset minimum or its annual minimum fee, charge a flat fee, or waive its fee entirely based upon certain criteria.