Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
175 Highland Avenue, Suite 302, Needham, MA, 02494
Get directionsRegulatory History
No 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.
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Lori works as a hostess at Lafayette House restaurant on Saturdays, dedicating about 10-20% of her time. She also works full-time in customer service operations at Centerpoint Advisors, LLC.