Great Point Advisors, LLC

Assets Under Management

$45.1M

Number of Clients

78

Number of Advisors

25

Average Client AUM

$578K

AUM per Advisor

$1.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Great Point Advisors offers financial planning, investment consulting, and investment advisory services tailored to each client's needs. They work with individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management
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Location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

25 Advisors at this firm

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