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COUNTERPOINT ASSET MANAGEMENT LLC
COUNTERPOINT ASSET MANAGEMENT LLC provides financial expertise to its clients with a professional and experienced approach. Operating in third person, this organization focuses on delivering effective financial management services and solutions to its diverse client base.
How does the advisor help clients – Key Takeaways:
COUNTERPOINT ASSET MANAGEMENT LLC offers a range of financial services to its clients, designed to aid them in managing their assets and achieving their financial goals. The organization’s key takeaways include:
- Expertise in financial management
- A focus on delivering effective solutions
- A diverse client base
- Commitment to helping clients achieve their financial goals
Facts and Insights
In addition to its key takeaways, COUNTERPOINT ASSET MANAGEMENT LLC also provides some interesting facts and insights for its clients. These include:
- Founded in 2005
- Over $1 billion in assets under management
- A team of experienced and knowledgeable advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion+ | 25+ |
Financial Services Offered
COUNTERPOINT ASSET MANAGEMENT LLC provides a range of financial services to its clients, including:
- Investment planning and management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
COUNTERPOINT ASSET MANAGEMENT LLC serves a diverse client base, including:
- High net worth individuals
- Corporate clients
- Family offices
- Non-profits
- Trusts and estates
Fees & Compensation
COUNTERPOINT ASSET MANAGEMENT LLC charges fees based on a percentage of assets under management, typically ranging from 0.75% to 1.25%. These fees may vary depending on the services provided, the complexity of the client’s financial situation, and other factors.
Background
COUNTERPOINT ASSET MANAGEMENT LLC was founded in 2005 by a team of experienced and knowledgeable financial advisors. The organization is committed to providing effective and personalized financial management services to its clients, helping them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, COUNTERPOINT ASSET MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions to its clients. This information can be found in the organization’s Form ADV, which is filed with the Securities and Exchange Commission and is available to the public.