Assets Under Management
$27.7M
Number of Clients
30
Number of Advisors
2
Average Client AUM
$923K
AUM per Advisor
$13.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Brenton Point Wealth Advisors LLC manages money for wealthy families, individuals, foundations, endowments, charitable organizations, and other business or family-related entities. They offer discretionary and non-discretionary investment advisory, investment consulting, planning, and other services tailored to client circumstances. They have a strategic partnership with Zweig-DiMenna Associates LLC.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
The Wrap Fee is negotiable, depending upon various factors, including but not limited to the size of your account, the amount of trading in your account, the services to be provided to your account by BPWA, and related-party assets advised or managed by BPWA.
900 Third Avenue, New York, NY, 10022