Fifth Pointe Wealth Advisors provides financial planning, financial consulting, and portfolio management services to individuals, high net worth individuals, trusts, estates, and businesses. Financial planning includes examining taxes, insurance, debt, credit, business planning, and retirement savings. Financial consulting offers advice on isolated areas of concern such as estate planning, retirement planning, investments, and insurance. Portfolio management services are based on individual goals, objectives, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-to-client basis. When leveraging a third-party Order Management System (“Pontera”) to facilitate portfolio management of held away assets, an annual fee of .30% is charged in addition to the firm’s normal fee schedule.