Great Point Advisors, LLC
Assets Under Management
$45.1M
Number of Clients
78
Number of Advisors
25
Average Client AUM
$578K
AUM per Advisor
$1.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Great Point Advisors provides tailored investment advisory services, including financial planning, investment consulting, and discretionary/non-discretionary investment management. They work with individuals, high-net-worth individuals, and retirement plans, offering advice on various financial matters.
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.
Areas of Practice
Location
200 W. Jackson Blvd. #1000, Chicago, IL, 60606