Brenton Point Wealth Advisors LLC
Assets Under Management
$27.7M
Number of Clients
30
Number of Advisors
2
Average Client AUM
$923K
AUM per Advisor
$13.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brenton Point Wealth Advisors provides discretionary and non-discretionary investment advisory, consulting, and planning services tailored to clients' unique circumstances. They primarily offer services through a wrap fee program, investing in various investment funds and securities. They may recommend unaffiliated third-party managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
The Wrap Fee is negotiable, depending upon various factors, including but not limited to the size of your account, the amount of trading in your account, the services to be provided to your account by BPWA, and related-party assets advised or managed by BPWA.
Fee Estimator
Brenton Point Wealth Advisors charges a wrap fee, which is a single fee covering investment advice, monitoring, transaction costs, and custody. The fee is calculated quarterly in advance as a percentage of the market value of your account. The wrap fee is negotiable based on factors like account size and trading activity. The brochure lists the maximum fee schedule. There may be additional charges for additional services.
Areas of Practice
Location
900 Third Avenue, New York, NY, 10022