Point Wealth is a registered investment advisor founded in 2015 and based in Wausau, Wisconsin. The firm offers discretionary portfolio management and personalized financial planning services, including retirement projections, tax reduction strategies, estate preservation, and risk management. Point Wealth tailors its investment strategies to each client's specific goals, time horizon, and risk tolerance, working directly with individuals, high-net-worth clients, trusts, and estates. The firm's principal, Jeremy Reif, also offers separate tax preparation and insurance services.
Assets Under Management$32M
Clients63
Advisors1
Avg. per Client$510K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The annual fee is negotiable. The entire portfolio is charged the same breakpoint fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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