Great Point Wealth Advisors provides wealth management services to individuals, high net worth individuals, and retirement plans. These services include investment planning, retirement planning, tax planning, and estate planning. Great Point creates customized investment solutions based on client goals, risk tolerance, and financial situations, constructing portfolios with ETFs, mutual funds, individual stocks and bonds, and other securities. Great Point also offers retirement plan advisory services to plan sponsors.
Fee Structure
Great Point offers wealth management services that include financial planning and investment management for an annual fee based on the value of your portfolio. The fee ranges from 0.40% to 1.25% per year, depending on the size of your portfolio and the complexity of the services provided. Fees are paid quarterly. Certain clients have legacy contracts with different fee schedules. Fees may be negotiable.