SwitchPoint Financial Planning provides financial planning and investment management services. Financial planning includes cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, investment analysis, retirement planning, insurance/risk management, and tax planning strategies. Investment management services are tailored to individual client needs and objectives.
Assets Under Management$280M
Clients90
Advisors3
Avg. per Client$3.1M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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