AllPoint Financial Group provides investment advice to individuals and other client types. They offer asset management services, creating tailored portfolios with stocks, bonds, ETFs, and mutual funds. They also offer advanced planning services, including assistance with tax and estate planning. Clients can place reasonable restrictions on investments. AllPoint Financial Group also offers wrap fee programs.
Assets Under Management$84M
Clients646
Advisors4
Avg. per Client$130K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable. Advanced planning services may increase the management fee by up to 0.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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