Valuepoint Partners is a registered investment advisor specializing in managing investment portfolios for individuals, retirement plans, corporations, and other investment professionals. Valuepoint offers discretionary investment management services, including investment analysis, asset allocation, and ongoing monitoring. The firm employs a value-driven philosophy with a contrarian bias, seeking to invest in companies with both growth and value characteristics. Valuepoint also provides sub-advisory services to other registered investment advisors.
Fee Structure
Valuepoint Partners charges an annual fee based on a percentage of the value of your portfolio. The specific fee is set forth in your Investment Advisory Agreement. While there are no account minimums for new accounts, the fees generally will not exceed the greater of $375.00 or .25% of 1.0% quarterly. The minimum quarterly billing for new accounts of a lesser market value is the greater of 1% annualized billed quarterly at a rate of .25% of 1% or at a minimum fee of $375.00 paid quarterly. Fees are negotiable at Valuepoint's discretion.