Great Point Wealth Advisors, LLC
Assets Under Management
$627.5M
Number of Clients
344
Number of Advisors
3
Average Client AUM
$1.8M
AUM per Advisor
$209.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Great Point Wealth Advisors provides wealth advisory services to individuals, high-net-worth individuals, and retirement plans. Services include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm acts as a fiduciary and offers customized investment solutions.
Fee Structure
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
Location
One International Place, Suite 4520, Boston, MA, 02110