AlphaPoint offers pension and retirement plan consulting services, including investment policy statement preparation, selection of investment vehicles, monitoring investment performance, and employee communications. They also offer financial planning services covering wills, estate plans, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning. AlphaPoint tailors its services to the client's needs.
Assets Under Management$5B
Clients148
AdvisorsN/A
Avg. per Client$34M
Avg. per AdvisorN/A
Fee Structure
- Financial plan — fixed fee of $1,000
- Social Security claiming analysis and assistance — fixed fee typically ranging from $250 to $500
One-Time Plan:$250 - $1,000
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