Pointer Financial Advisors offers investment management and financial planning services. Investment management is discretionary, meaning Pointer Financial Advisors can make trades without asking for permission first. They primarily invest in stocks, bonds, mutual funds, and exchange traded funds. Financial planning covers cash flow, retirement income, education funding, insurance, debt, tax, estate, and charitable planning. Financial planning is bundled with investment management and not offered as a standalone service.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee varies among clients and can be up to 1.25% of assets under management per year, depending upon, among other things, the size of a client’s portfolio. The Firm may charge clients an equivalent or lower rate for assets advised by the Firm that are held away from the primary custodian. Pointer Financial Advisors can, in its sole discretion, negotiate to charge lesser fees based upon certain criteria.