Great Point charges an annual fee for wealth management services, ranging from 0.40% to 1.25% of assets under advisory. Fees are based on the size of the relationship and complexity of services, and are paid quarterly in arrears. Consulting services for special projects are available on an hourly basis for $250 per hour, or on a flat fee basis from $1,000 to $50,000. Fees may be negotiable.
74 Elm Street, Danvers, MA, 01923
Get directionsMatthew is a minority owner (20%) of Lebel & Associates, a tax preparation business, since 2022. He dedicates minimal time to strategic planning for the business.