Centerpoint Advisory Group provides portfolio management based on individual client goals and risk tolerance, creating an Investment Policy Statement for each client. They also offer financial planning services, including estate planning assistance, and pension consulting services for employee benefit plans. Centerpoint generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$280M
Clients276
Advisors5
Avg. per Client$1M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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