For over 20 years, BLUE POINT FINANCIAL, INC. has been providing expert financial advice and services to clients across the United States. With a team of highly experienced and knowledgeable advisors, BLUE POINT FINANCIAL, INC. has become a leading name in the financial industry.
How does the advisor help clients – Key Takeaways:
- Provide personalized, comprehensive financial planning and investment management services
- Develop customized strategies to help clients achieve their financial goals
- Offer ongoing support and guidance to ensure clients stay on track towards their objectives
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $2 billion | 25 |
- BLUE POINT FINANCIAL, INC. has been in business for over 20 years and has successfully managed over $2 billion in assets for its clients.
- The firm currently has a team of 25 experienced and dedicated advisors working with clients to achieve their financial goals.
Financial Services Offered
BLUE POINT FINANCIAL, INC. offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- And more
Client Types
BLUE POINT FINANCIAL, INC. works with a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Corporate executives
- And more
Fees & Compensation
BLUE POINT FINANCIAL, INC. is a fee-only firm, meaning that they are compensated solely by the fees paid by their clients. This eliminates potential conflicts of interest and ensures that the firm is working solely in the best interest of their clients.
Fees are based on a percentage of assets under management, making it a truly transparent fee structure. The firm also does not receive any commissions or other forms of compensation from third parties.
Background
BLUE POINT FINANCIAL, INC. was founded in 1999 by a team of experienced financial professionals with a shared passion for helping others achieve financial success. The firm is headquartered in New York City and has expanded to multiple other locations across the country.
Their reputation for expert financial advice and commitment to putting the needs of their clients first has led to a loyal client base and numerous industry accolades and recognition.
Financial Advisor Disclosures to Know
While BLUE POINT FINANCIAL, INC. has a clean disciplinary record, it is important for clients to be aware of potential disclosures when working with any financial advisor. These disclosures can include any legal or disciplinary actions taken against the advisor, as well as any financial or legal conflicts of interest they may have.
Clients can easily access this information by reviewing the advisor’s Form ADV, which is submitted to the Securities and Exchange Commission (SEC) and is publicly available on their website.