CENTERPOINT WEALTH MANAGEMENT, LLC
CENTERPOINT WEALTH MANAGEMENT, LLC is a highly reputable firm in the financial services industry. They have been providing expert financial advice to their clients for over 20 years. While the firm specializes in asset management and wealth planning, they also offer a range of other financial services to meet the diverse needs of their clients.
How does the advisor help clients – Key Takeaways:
- Expert financial advice for over 20 years
- Specialization in asset management and wealth planning
- Offer a range of financial services
Facts and Insights
Here are some publicly available insights and numbers about CENTERPOINT WEALTH MANAGEMENT, LLC that showcase their success and solid reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management | Number of Advisors | Time in Business |
---|---|---|
$500 million | 10 | 20+ years |
With half a billion dollars in assets under management and a team of 10 experienced advisors, CENTERPOINT WEALTH MANAGEMENT, LLC has a proven track record of helping their clients succeed financially. Their 20+ years in business is a testament to their stability, reliability, and expertise in the industry.
Financial Services Offered
CENTERPOINT WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to their clients. These include investment management, retirement planning, tax planning, risk management, and estate planning. They also provide personalized financial planning and strategic consulting services for their clients.
Client Types
The team at CENTERPOINT WEALTH MANAGEMENT, LLC has experience working with a diverse set of clients. Their services are tailored to meet the unique needs of individuals, families, and businesses. They work with clients of all ages, income levels, and financial goals, providing them with custom solutions to help them achieve their financial goals.
Fees & Compensation
CENTERPOINT WEALTH MANAGEMENT, LLC believes in transparent and fair pricing for their services. They charge a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ financial success. They do not earn commissions or use any other form of compensation that may influence their recommendations.
Background
The team at CENTERPOINT WEALTH MANAGEMENT, LLC is made up of highly qualified and experienced financial experts. They have diverse backgrounds and have worked in various segments of the financial industry, bringing a wealth of knowledge and expertise to their clients. Their team includes certified financial planners, investment advisors, and retirement planning specialists.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. CENTERPOINT WEALTH MANAGEMENT, LLC prides itself on transparency and upholds a fiduciary standard, meaning they always act in their clients’ best interests. They have a clean record with no disclosed disciplinary events or legal proceedings.