MountainPoint Investment Advisors provides investment advice and manages portfolios for individuals, high net worth individuals, and small businesses. They offer both portfolio management, using stocks, bonds, mutual funds and ETFs, and financial planning services. MountainPoint customizes its services to each client's financial goals and objectives. They do not participate in wrap fee programs.
Assets Under Management$19M
Clients11
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the discretion of MountainPoint.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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