EntryPoint Wealth Management provides tailored asset management and holistic financial planning services. For individual investors, financial planning is required to become an asset management client. EntryPoint offers advice on retirement planning, risk management, college planning, tax planning, cash flow, debt management, corporate benefits, and estate planning. They also work with real estate investors.
Assets Under Management$26M
Clients29
Advisors1
Avg. per Client$880K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.65% |
Asset Management fees may be negotiable based on the needs of the client and complexity of the client’s situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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