CenterPoint Financial offers personalized financial planning and investment management. They advise on cash flow, tax planning, real estate, insurance, investments, education funding, retirement, charitable giving, and estate planning. CenterPoint is a fee-only firm, meaning they don't sell financial products or receive commissions. Clients make the final investment decisions, and CenterPoint tailors recommendations to their objectives and risk tolerance.
Assets Under Management$96M
Clients79
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
www.centerpoint-financial.com ·www.linkedin.com/in/priscilla-gilbert-cfp-b2a62528 ·twitter.com/centerpoint_fin
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees or account size may be negotiable under certain circumstances. Current client relationships may exist where the account size and fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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