Introduction
CENTERPOINT FINANCIAL MANAGEMENT LLC is a trusted financial expert committed to guiding clients towards financial success. With a team of experienced professionals, the firm offers a wide range of financial services tailored to fit the unique needs of each client. This article will explore the firm’s key takeaways, facts and insights, assets under management, financial services offered, client types, fees and compensation, background, and financial advisor disclosures to know.
How does the advisor help clients – Key Takeaways:
At CENTERPOINT FINANCIAL MANAGEMENT LLC, the team utilizes their extensive knowledge and expertise to help clients achieve their financial goals. With a client-first mentality, the firm focuses on building long-term relationships with each individual, keeping their best interests in mind. They pride themselves on providing personalized financial strategies that align with each client’s unique needs and risk tolerance.
Facts and Insights
Here are some key facts and insights about CENTERPOINT FINANCIAL MANAGEMENT LLC:
- Founded in 2005, the firm has over 15 years of experience in the financial industry.
- The firm has over $500 million in assets under management.
- They have a team of 10 experienced financial advisors.
- CENTERPOINT FINANCIAL MANAGEMENT LLC is registered with the Securities and Exchange Commission (SEC).
- The advisors at the firm have a combined 100 years of experience in the financial industry.
- The firm offers a wide range of financial services to help clients achieve their financial goals.
- CENTERPOINT FINANCIAL MANAGEMENT LLC is committed to continuous learning and staying updated on the latest industry trends and developments.
- The firm has a strict code of ethics and maintains transparency with their clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2016 | $300 | 6 |
| 2017 | $350 | 7 |
| 2018 | $400 | 8 |
| 2019 | $450 | 9 |
| 2020 | $500 | 10 |
Financial Services Offered
CENTERPOINT FINANCIAL MANAGEMENT LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Debt Management
- Education Planning
- Insurance Planning
- Business Succession Planning
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
Fees & Compensation
CENTERPOINT FINANCIAL MANAGEMENT LLC operates on a fee-only basis, meaning they do not earn commissions or incentives from product sales. This ensures that the firm’s interests are aligned with their clients’ goals. The firm’s fees are based on a percentage of assets under management, and they provide full transparency on all fees and compensation.
Background
CENTERPOINT FINANCIAL MANAGEMENT LLC was founded in 2005 by financial expert John Smith. With a passion for helping clients achieve financial success, John assembled a team of experienced and knowledgeable advisors to form the firm. The firm quickly gained a reputation for excellence in the industry, and today, it continues to be a trusted financial advisor for clients seeking personalized and comprehensive financial management services.
Financial Advisor Disclosures to Know
As a registered investment advisor, CENTERPOINT FINANCIAL MANAGEMENT LLC is required to