Point Wealth provides investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance, then managing your investments. Financial planning covers topics like retirement, taxes, and estate planning. Point Wealth can work directly with your CPA and attorney to create a comprehensive plan.
Assets Under Management$32M
Clients63
Advisors1
Avg. per Client$510K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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