Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
344 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$627.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:Up to $250/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

Boston, MA

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Great Point Wealth Advisors, LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 2019 - May 2022 · 3 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.