Centerpoint Advisors is a registered investment advisor that manages investment portfolios and provides comprehensive financial planning and family office services. Centerpoint helps clients with wealth accumulation, asset allocation, retirement planning, tax planning coordination, estate planning coordination, and risk assessment. The firm primarily serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Portfolios are customized using a mix of exchange-traded funds, mutual funds, individual stocks, and bonds, with asset custody primarily maintained through Fidelity. Centerpoint operates on a fee basis, charging either a percentage of the value of your portfolio or flat and hourly fees for planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees vary between 0.40% and 1.50% based on assets managed, asset allocation, and scope of services. Centerpoint generally enforces a minimum annual fee of $30,000. Fees are negotiable.