ClearPoint Wealth Management is a registered investment advisor located in Colleyville, Texas, founded in 2025 by Ross Miller. The firm offers comprehensive wealth management services that combine ongoing investment management with personalized financial planning. When managing portfolios, ClearPoint Wealth Management builds customized asset allocations using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating with the authority to make trades without asking first. Financial planning covers a broad range of topics including retirement projections, cash flow and debt management, college savings, tax strategies, estate planning, and risk management. For clients with more than $1 million in managed assets, ClearPoint Wealth Management covers the cost of basic estate planning and tax preparation services provided by independent third parties. The firm operates as a fee-only advisor, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation.
Fee Structure
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. Financial planning is included at no additional cost. For accounts over $1,000,000, ClearPoint Wealth Management covers basic estate planning and tax preparation costs from third-party providers.