Counterpoint Asset Management provides investment management services to managed accounts. Counterpoint primarily invests using mutual funds and exchange traded funds (ETFs). Counterpoint offers two main strategies: Counterpoint SMA, which uses diversified blend of passive and tactical funds, and Counterpoint Tactical High Yield SMA, which uses trend following methods to seek income and market recovery trends. A portion of client portfolios may be allocated to Counterpoint Mutual Funds, an affiliated advisor.
Assets Under Management$91M
Clients270
Advisors4
Avg. per Client$340K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.30% |
| $1M+ | 0.95% |
Counterpoint may receive total fee compensation of up to 2.0% per year because 50% of the account may be invested in funds managed by Counterpoint Mutual Funds, which are owned by the same people who own Counterpoint Asset Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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