ClearPoint Wealth Management offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing an investment policy and managing a portfolio. Financial planning is offered as a one-time engagement to address specific questions or issues, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning.
Assets Under Management$68M
Clients42
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Accounts of members of the same household may be aggregated for fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...