WealthPoint Financial provides investment management (both discretionary and non-discretionary), financial planning, and consulting services. They manage client assets in various securities, including individual stocks and bonds, mutual funds, and exchange-traded funds. WealthPoint also uses alternative investments. Financial planning covers cash flow, estate planning, insurance, retirement, and more. They may also recommend independent managers to manage client assets.
Assets Under Management$120M
Clients358
Advisors4
Avg. per Client$330K
Avg. per Advisor$30M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), the Firm may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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