Growth Point Financial provides investment advisory services, including managing portfolios and offering advice on investments like stocks, bonds, ETFs, and insurance products. They also offer financial planning services, such as retirement income advice, social security and Medicare filing guidance, and college planning. Growth Point Financial primarily uses low-cost ETFs and a buy-and-hold strategy for long-term growth and income.
Assets Under Management$32M
Clients161
Advisors1
Avg. per Client$200K
Avg. per Advisor$32M
www.linkedin.com/in/johnburns2010 ·www.growthpointfinancial.com ·www.facebook.com/growthpointfinancial
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Growth Point Financial charges a wrap fee for investment advisory services. This annual fee covers management, transaction costs, and administrative fees. The annual wrap fee is 1.25% of the account's market value, billed quarterly in advance. This fee may be negotiable.
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