Viewpoint Advisory provides investment management and financial planning services. They create customized portfolios based on your individual needs, goals, and risk tolerance. Financial planning services include retirement planning, budgeting, debt management, and estate planning. Viewpoint's investment strategy is based on long-term investing and diversification.
Assets Under Management$100M
Clients58
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.50% |
Fees are generally not negotiable. Fees for clients in the same household are combined to reach breakpoints. Viewpoint may have clients on lower fee schedules based on historical and/or familial relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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