Great Point Wealth Advisors is a registered investment advisor founded in 2008 and based in Boston, Massachusetts. The firm offers comprehensive wealth management services that combine financial planning, consulting, and customized investment management. Great Point builds tailored portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, with a long-term investment strategy. The firm acts as a legally required fiduciary, putting client interests first. In addition to individual wealth management, Great Point provides advisory services to retirement plans and acts as investment manager for a private fund. The firm operates on a fee-only basis, meaning compensation comes solely from direct fees paid by clients without product commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees range from 0.40% to 1.25% based on relationship size and complexity. Fees are negotiable at the adviser's discretion.