High Point Wealth Management offers personalized investment management and financial planning services. Founded in 2008 and based in Chester, New Jersey, the firm focuses on retirement planning and college expense planning, tailoring its strategies to each client's risk tolerance and financial goals. High Point Wealth Management primarily builds portfolios using mutual funds, exchange-traded funds, index funds, and individual stocks and bonds. Financial planning is typically bundled together with investment management services. The firm acts as a registered investment advisor and is legally required to act in the best interest of its clients when providing investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range between 0.25% and 1.00% depending on the market value of assets and the type of investment management. Fees are negotiable.