Assets Under Management
$627.5M
Number of Clients
344
Number of Advisors
3
Average Client AUM
$1.8M
AUM per Advisor
$209.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Great Point offers wealth advisory services to individuals, high-net-worth individuals, and retirement plans. Services include financial planning, investment management, tax planning, and estate planning. They provide customized investment solutions and act as a fiduciary to clients.
One International Place, Suite 4520, Boston, MA, 02110