High Point Wealth offers financial planning and investment management services. Financial planning emphasizes retirement and college expense planning and is often bundled with investment management. Investment management involves allocating assets among mutual funds, ETFs, index funds, and individual securities based on client objectives. High Point Wealth also provides advice on variable life/annuity products, employer-sponsored retirement plans, and 529 plans.
Assets Under Management$190M
Clients146
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management
High Point Wealth charges an annual fee based on a percentage of the value of your investments. The specific percentage varies between 0.25% and 1.00% depending on the amount you invest and the type of investments.
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