Long Point Wealth Management provides wealth management services to individuals, high net worth individuals, trusts, and estates. Long Point offers customized services, including investment management and financial planning. Long Point typically employs a long-term investment focus while providing discretionary management. The firm constructs client portfolios primarily utilizing exchange-traded funds, diversified mutual funds, and individual equity securities.
Assets Under Management$40M
Clients36
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Fees may be negotiable at the sole discretion of Long Point Wealth Management. The client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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