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.
One International Place, Suite 4520, Boston, MA, 02110
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 →