MIDPOINT VENTURES, LLC is a highly reputable financial services firm that offers personalized solutions to individuals, families, and businesses. With a team of experienced financial advisors, the company provides expert guidance and sound investment strategies to help clients achieve their financial goals. They have been in business for over a decade and have managed assets worth $500 million. Their range of services includes investment management, wealth planning, retirement planning, estate planning, and insurance services, catering to a wide range of clients.
MIDPOINT VENTURES, LLC prides itself on its strong relationships with clients and keeping up-to-date with market trends to offer valuable insights. They operate on a transparent fee structure, with fees based on a percentage of assets under management, which is disclosed to clients beforehand. The company was founded in 2008 by a team of financial experts and is headquartered in New York, with a presence in several other states. Clients should be aware of disclosures related to advisors, including any regulatory or legal actions, conflicts of interest, and disciplinary actions taken against them.