Centerpoint Advisors offers investment and wealth management services, including wealth accumulation, asset allocation, retirement planning, and financial planning. Centerpoint manages client assets using exchange-traded funds, mutual funds, and individual debt and equity securities. They also offer family office and consulting services to investment management clients. Centerpoint may utilize third-party money managers. Financial planning services are also available.
Fee Structure
Centerpoint Advisors charges an annual fee based on a percentage of the value of your investments. The fee varies from 0.40% to 1.50% (or up to 2.0% for select accounts managed by third party money managers). The exact fee depends on the amount of assets managed, the asset allocation, and the scope of services you need. There is a $30,000 minimum annual fee, which may make the service impractical for smaller accounts.