Assets Under Management
$687.7M
Number of Clients
491
Number of Advisors
10
Average Client AUM
$1.4M
AUM per Advisor
$68.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Centerpoint offers investment and wealth management services, focusing on wealth accumulation, asset allocation, retirement planning, and financial planning. They manage assets on a discretionary basis, primarily using ETFs, mutual funds, and individual securities. Family office and consulting services are typically reserved for investment management clients.
175 Highland Avenue, Suite 302, Needham, MA, 02494