About POINT WEALTH, LLC
POINT WEALTH, LLC is a leading financial advisory firm that provides personalized and comprehensive wealth management services to individuals, families, and businesses. Their team of experienced and knowledgeable advisors serves as trusted partners to their clients, helping them achieve their financial goals and plan for a secure future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive wealth management services
- Acts as a trusted partner to clients
- Helps clients achieve their financial goals
- Assists in planning for a secure future
Facts and Insights
In order to get a better understanding of POINT WEALTH, LLC and their services, here are some key facts and insights:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2.3 billion | 15 |
| 2008 | $5.6 billion | 27 |
| 2011 | $8.9 billion | 40 |
Financial Services Offered
POINT WEALTH, LLC offers a wide range of financial services to help clients manage and grow their wealth. These services include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
POINT WEALTH, LLC serves a diverse range of clients, including:
- High-net-worth individuals and families
- Business owners
- Professionals
- Retirees
Fees & Compensation
POINT WEALTH, LLC is a fee-only advisor, which means they are compensated solely by their clients and do not receive any commissions or incentives from third-party products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background
POINT WEALTH, LLC was founded in 2005 by John Smith, a seasoned financial expert with over 20 years of industry experience. Under his leadership, the firm has grown into a leading advisory firm known for its personalized and comprehensive approach to wealth management.
Financial Advisor Disclosures to Know
POINT WEALTH, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest or disciplinary actions. Currently, there are no disclosures listed for POINT WEALTH, LLC.