Black Point Wealth Management
Assets Under Management
$184.8M
Number of Clients
310
Number of Advisors
N/A
Average Client AUM
$596K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Black Point Wealth Management provides financial planning and asset management services. They offer a suite of investment advisory services and programs designed to accommodate a wide range of client investment philosophies, goals, needs, and investment objectives. They utilize Commonwealth Financial Network for asset management and consulting services programs.
Fee Structure
Black Point charges an annual asset management fee ranging from 0.25% to 1.5% of assets under management. The specific fee and structure are listed in the client agreement. Financial planning services are offered at an hourly rate not to exceed $500 per hour, or a flat fee. Fees are negotiable.
Areas of Practice
Location
FL, United States