AllPoint Financial Group manages investment portfolios and provides personalized financial planning and consulting services for individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. AllPoint Financial Group creates customized portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds, reviewing and rebalancing accounts at least quarterly. The firm also offers financial planning on an hourly or flat-fee basis. Some representatives of AllPoint Financial Group are also registered representatives of LPL Financial and licensed insurance agents, allowing them to offer commission-based securities and insurance products alongside advisory services, which creates potential conflicts of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are billed quarterly in advance and are negotiable on a per-client basis.