Crown Point Wealth Advisors provides investment management, financial planning, and consulting services. Financial planning is complimentary for investment management clients. The firm may use sub-advisors to manage client accounts, performing due diligence and ongoing reviews of these managers. Crown Point Wealth Advisors acts as a fiduciary, prioritizing client interests. They work with high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, churches, corporations, and individuals.
Assets Under Management$140M
Clients444
Advisors3
Avg. per Client$320K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Sub-advisor fees range from 0.35% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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