Counterpoint offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Counterpoint creates customized investment strategies using exchange-traded funds, mutual funds, and individual securities. Financial planning services cover areas like retirement, education, and personal savings. Counterpoint may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$550K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$550K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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