Alton Point Advisors provides investment management and financial planning services. Investment management is tailored to each client's goals, risk tolerance, and time horizon. Financial planning covers topics like retirement, cash flow, risk management, and estate planning. Clients can place restrictions on investments.
Assets Under Management$5.8M
Clients19
Advisors1
Avg. per Client$310K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...