Financial planning fees range from $350 to $400 per hour or $3,500 to $10,000 on a flat fee basis. Family office and consulting fees range from $350 to $400 per hour. Investment management fees vary between 0.40% to 1.50% annually (or up to 2.0% for select accounts managed by third party money managers), based on assets under management, asset allocation, and scope of services. There is a minimum annual investment management fee of $30,000, which may be waived at Centerpoint's discretion.
175 Highland Avenue, Suite 302, Needham, MA, 02494
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jennifer is a registered investment advisor at Centerpoint Advisors, LLC, dedicating full-time hours to this investment-related advisory firm.