Centerpoint Advisors, LLC
Assets Under Management
$687.7M
Number of Clients
491
Number of Advisors
10
Average Client AUM
$1.4M
AUM per Advisor
$68.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Centerpoint offers investment and wealth management services, focusing on wealth accumulation, asset allocation, retirement planning, and financial planning. They manage assets on a discretionary basis, primarily allocating investments among ETFs, mutual funds, and individual debt and equity securities. Family office and consulting services are typically reserved for investment management clients.
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
Location
175 Highland Avenue, Suite 302, Needham, MA, 02494