MountainPoint Investment Advisors is an investment advisory firm founded in 2020 and based in Bernardsville, New Jersey. Led by sole owner and Chartered Financial Analyst Matthew Taranto, the firm offers customized portfolio management and financial planning services. MountainPoint builds and manages portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, tailoring investments to each client's specific risk tolerance and goals. The firm conducts initial and ongoing financial planning to ensure investment strategies align with clients' long-term objectives. MountainPoint primarily targets clients with $500,000 or more in investable assets, though there is no strict minimum account size. The firm operates independently and does not participate in bundled fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the amount of assets under management, complexity of client goals, and level of services rendered.