Great Point Advisors provides financial planning, investment consulting, and investment advisory services tailored to each client's needs. They work with clients to develop financial plans, allocate assets, and provide ongoing oversight. Clients can engage Great Point Advisors on a discretionary or non-discretionary basis. They also offer access to third-party money managers.
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.